Annuity Investing
Learn about the latest news and trends in annuity investing for retirement, including tips on the role of annuity income in portfolios
Navigating Between Conflicting Client Goals
By Nathan SebestaPart of your job is helping people set priorities.
July 10, 2025
How to Mitigate Rather Than Magnify Clients’ Retirement WorriesThe best advisors present multiple options for funding retirement, including annuities, and do so without bias.
July 07, 2025
5 Forces That Could Shape How Trump's New Tax Law Really WorksWhat clients see today could be much different from what they see later.
July 02, 2025
4 Life and Annuity Provisions Missing From the Big Tax PackageSometimes, the sections of legislation that matter the most are the parts that aren't there.
June 30, 2025
The Four Buckets After COVID-19How a second-generation financial professional learned to accept the word "annuity."
June 30, 2025
The Rise of Human-AI Teams in Life InsuranceAI can elevate consumer trust by making Reg BI possible.
June 27, 2025
7 Indicators of Clients' Current Level of FearInvestors have been through a lot. They must be calm this time. Right? Well ...
June 25, 2025
12 Sweet Ideas Shaping Annuities NowSome of the changes add sprinkles. Some create entirely new flavors.