Jeff Jensen, CLTC, RICP Financial Advisor

10/28/2026

Fully funded plans may present new opportunities and decisions for defined benefit (DB) plan sponsors. Find the latest insights on managing risk, maintaining funded status, and planning for what's ahead.

https://livesocial.seismic.com/a3_F1h

10/27/2026

insurancenewsnet.com

10/26/2026

workers with job-based insurance – roughly 23 million adults – are experiencing "job lock," up sharply from 16% in 2021, according to a report from the West Health-Gallup Center on Healthcare in America

www.foxbusiness.com

10/23/2026

Millions of Americans receiving Social Security benefits could see their monthly payments increase by approximately $73–$75 in 2027, according to the latest inflation-based projections ahead of the official cost-of-living adjustment ( COLA ) announcement

beinsure.com

10/22/2026

Retirement policy priorities are already taking shape ahead of the 2026 midterms. See where policymakers may focus next, what to watch for and what it could mean for retirement plans.

https://livesocial.seismic.com/aMj6ZT

10/22/2026

UnitedHealthcare's October prior authorization cuts generated headlines about 1,700 procedures, but Medicare Advantage members searching for their scheduled procedure on that list are finding a very different number staring back at them

247wallst.com

10/21/2026

Plans absorbing near double-digit health benefit cost growth have limited room to maintain the benefit structures that made MA attractive as an employer retiree vehicle

www.insurancebusinessmag.com

10/21/2026

Business owners know how important key employees are—but they may not have the right benefits strategy in place to attract, reward, retain, and retire them. Principal® can help you bring timely, sales-focused solutions to client and prospect conversations.

Learn more:
https://livesocial.seismic.com/aIasbS

10/20/2026

Three important moments that may help protect your retirement accounts from cyber threats. Explore key considerations for account access, account changes, and retirement transitions.

https://livesocial.seismic.com/aqcx3a

10/20/2026

You can then use the Medicare Advantage Open Enrollment Period, January 1 to March 31, to switch plans once

247wallst.com