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July 5, 2023
Image shows John Costello, chairman of The Big I, speaking on YouTube.
John Costello, chairman of The Big I, apologized again today for an "unacceptable" appearance by Fox News personality Jesse Waters in April.

The Big I apologizes again for ‘unacceptable’ Jesse Watters appearance

The Independent Insurance Agents and Brokers of America continues to make amends for offensive comments made by Fox News personality Jesse Watters during its April legislative conference.

July 5, 2023
Image of one car driving fast and cutting sharply in front of a second car. New data reveals pandemic has left drivers more reckless.

New data reveal reckless driving has increased post-pandemic

While traffic accidents and fatalities increased during the pandemic, new data show that, post-COVID, drivers are more reckless.

July 5, 2023
Image of a large family gathered around a desk with a financial advisor, with a piggy bank sitting on the desk. Inheritors likely to keep family advisor if relationship established early.

Inheritors likely to keep family advisor if relationship established early

A recent study of inheritors’ behaviors found many who were introduced early on to their family’s advisor went on to work with that advisor.

July 4, 2023
Image of a pretty woman with sunglasses and a flower in her hair against a summery backdrop, with a piggybank reflected in her sunglasses. How financial advisors can make the most of the summer slump.

How financial advisors can make the most of the summer slump

Three industry professionals share tips on how financial advisors can power up their agencies for future growth during the summer slump.

July 3, 2023
Image of the Lemonade logo superimposed over many graphs and charts. Insurtech Lemonade sets record on claims processing, but not on profit.

Insurtech Lemonade sets record on claims processing, but not on profit

Though disruptive insurtech Lemonade recently set a record for settling an insurance claim , it hasn’t yet fulfilled its initial promise.

July 1, 2023
younger clients

8 steps for winning with younger clients

When discussing life insurance with younger clients, it’s important to understand their unique needs and tailor your approach accordingly.

July 1, 2023

What Gen Z wants in workplace benefits

Generation Z seeks flexibility and free choice when it comes to workplace benefits.

July 1, 2023
Image of a young couple looking concerned while studying documents. Young people buying insurance worry about wrong risk, survey finds.

Study: Young people buying insurance worry about wrong risk

A survey conducted by Greenwald Research for the Society of Actuaries finds the Gen Z and millennials worry about early death but not as much about the real risks.

July 1, 2023

Working mothers need support through employee benefits

Offering a comprehensive benefits package is more important now than ever before in an increasingly competitive job landscape, and employers must keep up if they hope to recruit and retain top talent.

July 1, 2023
Image of happy person in millennial age group giving the thumbs up sign. Despite some knocks, millennials feel good about their finances.

Despite some knocks, millennials feel good about their finances

Despite facing significant economic headwinds, millennials have a solid financial foundation, according to a recent survey.

July 1, 2023
Illustration of young adults smiling and throwing money up in the air in celebration. Succeeding with Gen Z, millennial investors: Key strategies for financial advisors.

Succeeding with Gen Z, millennial investors: Key strategies for financial advisors

Financial professionals share their strategies for winning new Gen Z and millennial clients, and talk about how the generations differ.

July 1, 2023

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

July 1, 2023

Millennials: Not who you think they are

Millennials have established themselves in their careers and are beginning to generate wealth. Here’s how you can serve them.

July 1, 2023

Make way for the next generations: financial advice for young adults

Millennials and Generation Z are taking over the world. Here is how you can address their financial concerns.

July 1, 2023

The top of the ladder — with Chlora Lindley-Myers, Missouri insurance director

Chlora Lindley-Myers’ long career touched on nearly every aspect of the insurance industry. And she earned a law degree via night school. One of the country’s top regulators says she has a few more things to accomplish.

July 1, 2023

A Matter of Trust — With Carson Group’s Jamie Hopkins

The Bernie Madoff case, says Jamie Hopkins, was a pivotal moment when he realized there’s a need for improvement in the personal finance world. A financial services relationship must be a trust relationship.

July 1, 2023

How annuities can be part of your client’s retirement formula

Americans fear running out of money in retirement. Here are some ways to ease that fear.

July 1, 2023

Female financial professionals outpace their male counterparts

Having more female financial professionals can help companies reach new and different customers.

July 1, 2023

How financial professionals are like the minutemen

From providing policies to advocating for policies, financial professionals work in the best interests of all consumers.

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