Insights for Industry Professionals

Critical choices often need to be made before a client ever receives a large sum of money. In practice, many of these decisions are left…

Dental insurance continues to rank among the top benefits employers provide and employees desire. As dental care costs increase, the best dental plan for employees…

Orlando Cruz, senior vice president of retirement plans at Ameritas, explains why the retirement plan industry remains a people-first business—and how financial professionals can grow…

For years, wealth management has been centered on investments. Portfolios, allocation and market performance still matter, but they no longer tell the whole story. Today,…

Independent advisors usually consider platforms, technology and investment solutions when comparing firms. However, another important factor often goes unnoticed: a firm’s ownership structure.

Many financial professionals reach a point in their careers where growth is no longer about adding more products – it’s about intentional focus.

As a broker, your value is rooted in insight, relationships, strategy and growth. Yet too often, time that should be spent advising clients or identifying…

Dental care and coverage costs are no longer just rising — they’re becoming more volatile, less predictable, and increasingly driven by plan design decisions. From…