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Columns

Jeff Cait

Fearless advisors will thrive in an AI world

April 28, 2026 Jeff Cait
Jeff Cait

The math of life insurance pt. 3

April 22, 2026 Jeff Cait
Tashia Batstone

Protecting clients in a new era of financial fraud

April 15, 2026 Tashia Batstone
Jeff Cait

The illustration standard we promised in 1996

April 14, 2026 Jeff Cait
Cheerful parents playing with their baby at home
Susan Silma

Total cost reporting — are we overreacting or underreacting?

April 7, 2026 Susan Silma
client meeting
Jeff Cait

The in-force servicing gap is a design problem

April 7, 2026 Jeff Cait
Gap
Steve Locke

The return of geopolitics

March 24, 2026 Steve Locke
Geopolitics
Jeff Cait

The math of life insurance pt. 2

March 24, 2026 Jeff Cait
Personal finances
Jeff Cait

The math of life insurance pt. 1

March 23, 2026 Jeff Cait
Filling out form
Jeff Cait

You need a better Reason Why letter

March 11, 2026 Jeff Cait
question marks
Ellen Bessner

Beware of AI’s legal pitfalls

March 3, 2026 Ellen Bessner
AI button
Tashia Batstone

Bridging the advice gap in financial planning

February 25, 2026 Tashia Batstone
Mind the gap
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