Judith Lee is living her American dream while her daughter Simone is helping her build a practice dedicated to serving those who are building their own dreams.
The genie is out of the bottle when it comes to the marriage of protection and accumulation in providing true holistic financial planning, says Bruce Donaldson, partner and CEO of the Simplicity Group, a leading financial products distribution firm.
Despite its relatively recent appearance on the scene, artificial intelligence has become one of the most transformative technologies of the 21st century.
Lincoln Financial executives gave plenty of reasons Thursday for Wall Street analysts to feel good about its future: strong annuity sales, a new Bermuda reinsurer, and a new company branding effort.
Artificial intelligence is changing the insurance industry dramatically.