The Sears Catalog Has a Lesson for the Annuity Industry

Published on January 17, 2025

Marketing has to change, or you'll find what's left of the marketing in antique shops.

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Social Security Claiming: The Case of the Middle-Earning Widower

January 16, 2025
Various claiming strategies exist for mid- to high earners who have access to a survivor benefit.      Related StoriesSocial Security ‘Fairness' Doesn't Come for FreeThe Social Security Fairness Act Is Law. Here's What Advisors Should Do Now.Social Security COLA for 2026 Estimated at 2.1%

COLI Advisors are Retiring Faster than They Can Be Replaced

January 17, 2025
The industry's painful loss is a huge opportunity for younger financial professionals.