Why Human Connection Still Drives Retirement Planning Success
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…
June 5, 2026
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8 min read
The Evolution of Protection and Wealth Planning
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,…
May 18, 2026
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4 min read
How Firm Structure Impacts Your Independence and Growth
Independent advisors usually consider platforms, technology and investment solutions when comparing firms. However, another important factor often goes unnoticed: a firm’s ownership structure.
April 6, 2026
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4 min read
The Power of Scaling your Retirement Practice
Many financial professionals reach a point in their careers where growth is no longer about adding more products – it’s about intentional focus.
April 3, 2026
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7 min read
Spend More Time on Strategy and Growth
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…
February 25, 2026
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5 min read
Market Report: Designing Smarter Dental Plans in a Changing Market
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…
February 4, 2026
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3 min read
Navigating Dental MLR Legislation: What Insurance Brokers Need to Know
As the dental insurance landscape evolves, we expect a flurry of legislative activity in 2026 around dental MLR — minimum loss ratio for dental plans.…
January 14, 2026
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6 min read
Key Dental Market Trends to Watch in 2026
The dental market is entering 2026 in a state of transformation. Market trends point to elevated utilization after several years of deferred care, margins across…
December 29, 2025
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7 min read