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April 1, 2024
Illustration showing the same woman in three different vignettes, worried about her finances. The-triple-whammy-keeping-women-from-saving-for-retirement.

The ‘triple whammy’ keeping women from saving for retirement

Three factors contribute to women’s inability to save for a secure retirement, a financial expert said.

April 1, 2024

Everyone needs financial literacy education

Advisors get creative in providing the financial literacy message to diverse audiences.

April 1, 2024

The need for speed — With Sammons CEO Esfand Dinshaw

Sammons Chairman and CEO Esfand Dinshaw sees “instant” underwriting decisions as the key to increasing life insurance sales — and AI as the key to achieving that immediacy.

April 1, 2024
Mike Paffhausen’s devotion to serving his community extends to ensuring students have access to financial literacy education.

It started with a book — With Mike Paffhausen

Mike Paffhausen’s devotion to serving his community extends to ensuring students have access to financial literacy education.

April 1, 2024

Who will speak for our clients on Capitol Hill?

No one can tell the story of what consumers need better than financial professionals can

April 1, 2024

Digital transformation: How tech is shaping the life insurance landscape

Underwriting is experiencing a transformation while digital point-of-sale platforms are streamlining the purchasing process like never before.

April 1, 2024

Embracing community as a cornerstone of your financial services journey

Finding your community will help you grow as you serve your clients.

April 1, 2024

LTC planning’s power lies in relationships, not revenue

Shifting toward early long-term care planning strengthens client relationships, reflecting evolving perspectives on care and financial well-being.

April 1, 2024

Intermediaries forecast growth in sales and recruitment

A study shows BGAs and IMOs have high expectations of sales growth while meeting the challenges of agent recruitment.

April 1, 2024

Saying goodbye to GoFundMe

Every crowdfunding campaign to pay for a funeral means that someone was unprepared.

April 1, 2024

The real cost of volatility-controlled indices in IUL policies

This analysis will help you understand and assess indexed universal life products that are becoming increasingly difficult to compare.

April 1, 2024

Four important considerations to effectively advise women on wealth

Women are controlling more money but experiencing more challenges. What you need to know to help them make effective financial decisions.

April 1, 2024

The imperative of financial literacy

In an era marked by economic complexity and a rapidly evolving financial landscape, the need for financial literacy has never been more important.

March 29, 2024
Image of the U.S. Supreme Court. Supreme-Court-takes-on-life-insurance-as-a-corporate-asset.

Supreme Court takes on life insurance as a corporate asset

The Supreme Court to weigh in on whether the proceeds of a life insurance policy taken out by a corporation on a shareholder is a corporate asset.

March 29, 2024
Image of President Joe Biden surrounded by health care symbols. Biden-administration-rolls-back-extension-of-short-term-plans.

Biden administration rolls back extension of short-term plans

The Biden administration is cracking down on short-term health insurance plans that aren’t required to meet the Affordable Care Act’s consumer protection mandates.

March 29, 2024
Image of a toy auto crushed under a judge's gavel with the logo for Automotive Education and Policy Institute (AEPI). P&C-insurers-using-consumer-laws-to-sue-service-providers,-says-AEPI.

P&C insurers using consumer laws to sue service providers, says AEPI

The Automotive Education and Policy Institute cites trend of P&C insurance providers using consumer protection laws to sue service providers.

March 28, 2024
Image labeled "Cost Comparison Tools," with many images and icons representing such tools. Employers-must-provide-health-care-cost-comparison-tools-to-workers.

Employers must provide health care cost comparison tools to workers

In 2024, employers are required to provide health care cost comparison tools to their workers and will face penalties of $100 per day per employee for failing to do so.

March 28, 2024
Image of a mysterious and threatening figure in a hoodie sitting at a computer keyboard. Change Healthcare, medical providers still reeling from cyberattack.

Change Healthcare, medical providers still reeling from cyberattack

Change Healthcare is still recovering from the massive cyberattack that jeopardized treatment and payments for millions of patients.

March 28, 2024

The Francis Scott Key Bridge collapse: Questioning public liability

Beyond the immediate costs of recovery efforts and infrastructure repair, the collapse raises crucial questions about public liability and the broader economic implications for Baltimore.

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