Grow your business with values-based investing
By Donald F. White The ability to articulate your values is a struggle for many people. It is not that…
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Think twice before removing pension risk transfers from company toolboxes.
Considerations for defusing the coming explosion in succession planning
In the realm of financial services, it is widely acknowledged that many financial advisors are approaching retirement age, with a sparse representation from younger demographics.
Can ChatGPT pass procurement?
Artificial intelligence platforms often come with issues such as copyright infringement and inadequate security measures.
Working backward to move forward: Debt management strategies
By Renee Hanson Tackling debt can feel like navigating a maze. For individuals burdened by high levels of debt, the…
Insuring the future: Why agility is key in a changing climate
The climate crisis is intensifying insurance risks, and carriers must adapt an agile approach to risk management.
Women redefine financial advising as both leaders and clients
By Jennifer Mann Women have made incredible strides to influence professional spaces where men have dominated for years. According to…
Column: Boosting retirement income with annuities
Fear of the unknown can lead to missed opportunities throughout our lives, including in financial planning.
What insurers need in order to win in 2024
Insurers that focus on customer experience, enabled by advanced digital technologies, will win in 2024.
MDRT advisors share 2024 advice
As we enter a new calendar year, it is time to reflect on past accomplishments and look forward to what can be achieved in the next 12 months.
Why good listening (and good music) establishes strong client relationships
By Danny Smith Being an advisor means most of your day is spent listening to others. These conversations are more…
How permanent life insurance provides income protection
By David E. Appel Market fluctuations impact retirement assets, sometimes costing clients thousands once they need to tap into their…
What the Medicare Section 111 civil monetary penalties final rule means to payers
The civil monetary penalties final rule simplifies, clarifies risk to payers.
What has accelerated underwriting done for life insurers?
Accelerated underwriting can deliver a less intrusive experience for the consumer while maintaining a robust underwriting process
Opinion: redefining high-net-worth client service
Some clients have worked hard enough or smart enough to be considered high-net-worth (HNW), but how do their financial plans differ from those of other clients?
Succession Planning: mentorship and strategic planning
By Danielle J. Genier and Ryan J. Perkins This article is a summary of part of the 2023 MDRT Annual…
Medicare annual enrollment: A conversation on lead marketing
The Medicare Annual Enrollment Period offers a pivotal opportunity for insurance agents to grow their business and ensure clients get the best health care options available.
Succession planning the family way
Brian and Brandon Heckert This article is a summary from part of the 2023 MDRT Annual Meeting Session ‘The Great…
Do you know how your clients feel about money? If not, find out.
Have you ever considered your client’s feelings about money? In the same way that people may have different opinions of movies or music, everyone reacts differently to the money they have (and the money they don’t).
The latest group IRS authorities are targeting is small business owners who use a specific kind of insurance that helped thousands weather the COVID-19 pandemic: microcaptives.
