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.
Artificial intelligence platforms often come with issues such as copyright infringement and inadequate security measures.
By Renee Hanson Tackling debt can feel like navigating a maze. For individuals burdened by high levels of debt, the…
The climate crisis is intensifying insurance risks, and carriers must adapt an agile approach to risk management.
By Jennifer Mann Women have made incredible strides to influence professional spaces where men have dominated for years. According to…
Fear of the unknown can lead to missed opportunities throughout our lives, including in financial planning.
Insurers that focus on customer experience, enabled by advanced digital technologies, will win in 2024.
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.
By Danny Smith Being an advisor means most of your day is spent listening to others. These conversations are more…
By David E. Appel Market fluctuations impact retirement assets, sometimes costing clients thousands once they need to tap into their…
The civil monetary penalties final rule simplifies, clarifies risk to payers.
Accelerated underwriting can deliver a less intrusive experience for the consumer while maintaining a robust underwriting process
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?
By Danielle J. Genier and Ryan J. Perkins This article is a summary of part of the 2023 MDRT Annual…
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.
Brian and Brandon Heckert This article is a summary from part of the 2023 MDRT Annual Meeting Session ‘The Great…
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.
Disability insurance, often overlooked, is crucial for financial planning, protecting income and enabling clients to achieve goals despite illness or injury
The direction of my life has been forever changed by the relationships I’ve made through work with charitable initiatives.
