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.
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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.
How individual disability insurance took my firm to the next level
Disability insurance, often overlooked, is crucial for financial planning, protecting income and enabling clients to achieve goals despite illness or injury
The benefits of engaging through philanthropy
The direction of my life has been forever changed by the relationships I’ve made through work with charitable initiatives.
The keys to understanding the Delaware Fund Series
When it comes to investing, understanding the various investment vehicles available is crucial.
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.
