Media Insights

The Longevity Indicators You Can Control

The Longevity Indicators You Can Control

Jay Jackson Chairman & CEO If you’ve been following along for awhile, you know that I pay a lot of attention to the hard truths behind longevity – that very tall people rarely live past 100, that genetics do matter, and that we should be optimizing for longer...

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Helping Clients Age More Financially Confident

Helping Clients Age More Financially Confident

Aging brings many important milestones. Retirement, family growth, travel, and the opportunity to enjoy the results of decades of hard work. But it can also bring uncertainty. Questions about healthcare costs, retirement income, market volatility, and long-term...

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Why Real-Time Mortality Is Essential

Why Real-Time Mortality Is Essential

Real-time mortality verification helps financial institutions avoid costly errors by ensuring they stop payments promptly when individuals pass away, reducing fraud, compliance risks, and administrative burden. It shifts organizations from outdated, reactive data...

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Small Acts of Kindness

Small Acts of Kindness

Jay Jackson Chairman & CEO This lesson was taught from the driver’s seat of our family car: a 1982 VW Diesel Rabbit, two-door hatchback. Let me paint you a picture of this automotive marvel. It officially seated five people, but our family had six. Apparently...

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The Hidden Asset Advisors Are Still Ignoring in 2026

The Hidden Asset Advisors Are Still Ignoring in 2026

In today’s increasingly sophisticated planning environment, advisors are expected to evaluate every aspect of a client’s financial picture. Portfolios are reviewed regularly. Tax strategies are optimized. Risk is carefully managed. But one asset continues to be...

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Honored Where We’re Rooted

Honored Where We’re Rooted

Abacus was honored last week with the Upper Middle Market Award at ACG Orlando’s SMART Awards. ACG Orlando established the SMART Awards to celebrate businesses that bring value to Central Florida through outstanding accomplishments in culture, growth, business...

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