The January issue of the Journal of Financial Service Professionals has arrived, and it’s a must-read for anyone in the financial services community. A much-anticipated feature of this edition is the annual indexed retirement and Social Security numbers for 2025, conveniently presented in an easy-to-reference table. Whether you’re working with clients on retirement strategies or simply staying current on new regulations, this table is an invaluable resource you’ll find yourself consulting all year long. For over 75 years, the Journal has been recognized as one of the best and most prestigious publications in the financial services field.
This issue kicks off the year by highlighting a range of topics, including premium-financed life insurance arrangements and the emerging trend of meeting clients “where they are” to improve retirement outcomes. You will find expert insights on new RMD regulations, the impact of recent legal decisions on executive compensation, and the evolving world of long-term care insurance. In addition, the Journal delves into the challenges of caring for America’s oldest adults, emphasizing the growing importance of understanding and supporting family caregivers—a critical consideration for today’s advisors aiming to strengthen client relationships.
As part of your NAIFA membership, enjoy digital access to the journal which provides an invaluable advantage to elevate your knowledge and practice. With so much happening in the financial landscape, this January issue offers can't miss information. Check it out and ensure you’re always prepared to guide clients in the year ahead.