The keys to understanding the Delaware Fund Series
When it comes to investing, understanding the various investment vehicles available is crucial.
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How insurers can profit amid inflation
Inflation and the higher interest rates driven by central banks’ attempts to tame it are causing trouble among insurers.
Overcoming common misconceptions about group DI
Although disability insurance is critical, it remains a misunderstood and underused product.
Finding the right career is a journey — 3 strategies for success
If you or your client(s) are feeling similar to how I was – unsure of your current career or career path, here are three things that helped me during my decision-making process.
How intelligent automation is reshaping the insurance industry
Intelligent automation enables insurance firms to improve the customer experience, streamline processes and cut costs.
When you go to the doctor, you explain what feels wrong or share your symptoms for them to diagnose the problem. The same is true for our business as financial advisors.
The portfolio challenges of 2023 – and a path forward
Conning offers its views on the major insurance portfolio challenges, the risks they pose, and how insurers might address them.
Advisors face 4 digital challenges
Advisors are slow to embrace digital transformation, despite investing more than other segments. So, unless they quickly embrace change, hard-won progress could stall.
Managing risk amid banking crises and economic turmoil
It’s natural for clients to worry about the security of their investments when the market reacts to surprising bad news – but we advisors needn’t wait for dire headlines to address portfolio risk with clients.
Property/casualty insurers had one of their worst years in 2022 as runaway inflation, shortages and higher prices drove up claim costs. As we look at the year ahead, insurers must not overlook the impact of the turbulent economic environment on consumer behaviors.
How a defined process eases client concerns
I have found that having a transparent financial planning process helps clients shake-off those first meeting jitters and helps us focus on finding ways to improve their financial well-being.
The top 5 misconceptions about alternative investments
By Deshawn Peterson Alternative assets and private markets have gained popularity in recent years as investors seek to diversify their…
How investing in your community can enhance business
By identifying key collaborative client and advisor traits, being active in your community, and constantly looking for new prospects, you’ll be able to regularly and authentically grow your business while making a positive impact.
The who, what, where, how and why of advisor mentorship
Mentorship is a two-way street between mentor and mentee.
Establishing trust with LGBTQIA+ clients
Navigating the legality of relationships is already an exhausting process for most queer folks, and the impact on their finances is no exception.
The pandemic and its aftermath don’t come with a historical playbook. We haven’t been here before.
Unpacking the IUL marketing plague
It hasn’t escaped notice for many financial planners that Indexed Universal Life (IUL) policies are making a marketing comeback, albeit one that resembles a plague of locusts.
A pair of California court rulings means insurers must be diligent in complying with lapse protection statues before terminating policies for nonpayment.
Tips to wow clients and have a successful 2023
As the end of the year approaches, it’s easy for our clients to become distracted by the events of the last year rather than looking ahead to the possibilities the new year could bring.
Unleash the power of the metaverse
By Panos Leledakis You’ve heard of the metaverse, but do you know what it is? And, to take it one…
