Paul Garofoli shares a strategy for clients to leave a legacy without underwriting, using the Legacy Max Enhanced Death Benefit Rider. This approach helps clients convert “live on” assets into “leave on” legacies, ensuring their financial plans benefit future generations.
Kelsey Larson, our TPA partner at TSC 401K, shares insights on current challenges and opportunities for advisors in the retirement plan industry. Check out our newest Q&A.
This quarter’s economic update highlights the biggest forces shaping markets, from the post-shutdown rebound to AI-driven global growth. It also breaks down key U.S. and international trends, sector signals, and what they mean for positioning in 2026.
The first quarter of 2026 reflected a slowing but resilient economy, with moderating inflation, choppy labor data and continued uncertainty driven by geopolitical tensions. Read the full outlook for U.S. and global economic insights.