2026 Customer Mood Outlook: Uncertain
By Allison BellAmerican National's CEO sees strong investor demand for all-weather products.
December 28, 2025
2026 Disability Insurance Outlook: Executive BenefitsThe idea of protecting people's most valuable asset could have friends at the top.
December 26, 2025
Bitcoin's Slide Sets Up an Unusual Tax Harvesting OpportunityIf losses exceed gains, up to $3,000 can be deducted from ordinary income each year, with any additional losses being carried forward.
December 26, 2025
2026 Conversation Starter: Contingent Deferred AnnuitiesClients could use CDAs to cover assets that are still in their own advisors' care.
December 24, 2025
Medicare and Working Past 65 in 2026Knowing how everything fits together can save clients from costly mistakes.
December 24, 2025
Tax Court Ruling Involves MassMutual Whole Life Policy LoansThe policy owners received one amount. The Form 1099-R showed another amount.
December 24, 2025
Millionaire Tax Plan Marks Growing Interest in Wealth LeviesDemocrats in Washington state and beyond are exploring more taxes to address the country’s widening wealth gap.
December 23, 2025
Many Americans Aren’t Looking Forward to a Happy New Year: SurveyNearly half are more stressed heading into 2026 than they were 12 months ago, Allianz Life finds.