Despite significant investments in process, technology, and marketing, the number of Americans buying life insurance and annuities has been on a fairly consistent decline for decades. As of 2024, just ...

Life settlements create opportunity, mitigate risk, and deliver value for you and your aging clients. Every year, seniors voluntarily lapse or surrender more than $100 billion in life insurance ...

The $175B U.S. life insurance market stands at a critical inflection point: while 90% of policies are sold through financial advisors, these professionals navigate a fragmented ecosystem of over 10 ...

You’ve reached a major milestone in life, arriving at a point where it makes sense to work with a financial advisor. You’ve worked hard, and you want your money to put in an equal amount of elbow ...

According to the 2025 Caregiving in the U.S. report, released by AARP and the National Alliance for Caregiving, 63 million Americans in the U.S. now identify as caregivers, a 50% increase from the ...

With a background in journalism and counseling, Penny Min blends analytical research with real-world insight to help readers make informed financial decisions. At Forbes Marketplace, she specializes ...

The $1-trillion-plus wealth transfer is already underway; advisors can provide great value to clients and retain the next ...