Relationships: The foundation of sales
Taking time to learn about their clients’ interests and needs will reap rewards for the advisor who builds relationships.
The first of everything — with Uziel Gomez
Uziel Gomez uses his experience of being a first-generation American to help other “first-gens” build wealth and secure their futures.
Keeping it simple — With Bill Egan
Bill Egan from Oceanview Life and Annuities is on a mission to keep life insurance and annuities easy to understand and transparent.
Using cash value life insurance as a buffer asset in retirement
The cash value in a properly structured permanent life policy can protect other retirement assets during market downturns.
The silent retirement savings killer: Bridging the Medicare gap
Understanding the options when retirement comes before Medicare eligibility.
From Main Street to Capitol Hill: Helping women overcome planning challenges
Advisors can help women build confidence and clarity around their retirement goals and expectations.
LTC: A critical component of retirement planning
As Medicare limitations and cost pressures become more visible, long-term care is increasingly shaping how Americans think about affordability, independence and stability.
Blockchain may be finding its second wind in life and annuities
Where blockchain is gaining traction in the industry and what the future could hold.
Opportunities and challenges exist in the MA market
Medicare Advantage has been impacted by changes to Medicare Part D cost share, changes to the CMS risk adjustment model and declining Star Ratings.
An insurtech sales tool kit for every independent agent
Technology tools work best when they complement the role of advisors.
How Gen X women seek retirement peace of mind
A gender gap exists in Gen Xers’ retirement readiness.
Identifying the ‘best’ annuity for retirement
The best annuity for retirement is the one that’s best for the individual client’s needs and goals.
What can AI do for you?
Prospecting and sales can feel like running on a treadmill that never quite slows down.
Bringing the human element into financial planning
Financial planning is one of the ultimate human-centric professions.
Kyle Busch, PacLife reach confidential settlement, seek to dismiss lawsuit
NASCAR driver Kyle Busch and his wife, Samantha Busch, have reached a confidential settlement with PacLife and two other defendants.
Oil giants seek pause in climate lawsuit as dismissal motions loom
A group of major oil companies is asking a State of Washington federal court for a stay of discovery deadlines in a climate-related lawsuit.
Why smart insurance companies outsource identity management
Expecting developers to oversee identity, keep up with constantly changing user needs and carry out their primary functions is a recipe for burnout.
Life insurance apps hit all-time high in January, double-digit growth for 40+
Life insurance application activity grew 9.5% in January, the highest year-over-year growth rate for any January on record, according to the MIB Life Index.
DOL proposes new independent contractor rule; industry is ‘encouraged’
The Department of Labor on Thursday unveiled a proposed rule to clarify how businesses and workers determine whether a job qualifies someone as an independent contractor.
