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May 1, 2023
Image shows the words "first quarter earnings" over art of an upward graph line.
Life insurers are set to report first quarter earnings starting this week.

Life insurance companies ready for analysts to pick apart Q1 earnings

First-quarter earnings will reveal how well insurance companies are adapting to higher interest rates and taking advantage of a strong annuity sales environment.

May 1, 2023
A simulated face created from dots and grids, looking futuristic.

The AI revolution: Spotlight on ChatGPT as AI seeks to reshape the world

We look at some of the first steps companies are taking to harness this new, now not-so-secret weapon to supercharge their business.

May 1, 2023
Author Mary Schmid

Winning With Words — with author Mary Schmid

Mary Schmid helps advisors build trust and success through meaningful conversations.

May 1, 2023
Financial professional Che Norman, co-founder of Society of Black Agents

Standing in the gap — With Che Norman

Che Norman’s passion for serving clients and her love of community inspired her to help found an organization for Black insurance agents.

May 1, 2023

How to bridge the relationship gap with clients

An engaging client relationship includes the personal and the technical sides of finance.

May 1, 2023

Now really is the time to invest in online ecosystems

There are two seismic shifts occurring that will have a profound effect on the way we do business.

May 1, 2023

Disability income insurance in a gig economy

Collecting the correct information about the gig worker’s health, occupation and income is crucial to getting them the right coverage.

May 1, 2023

SECURE 2.0 provides new opportunities for advisors

Clients of all ages can benefit from the provisions of this bill, but they need you to help them take advantage of these features.

May 1, 2023
Image of a man shouting "Happy AG 49-B Day!" Will AG 49-B be a May Day or meh day for IUL illustrations?

Will AG 49-B be a May Day or meh day for IUL illustrations?

As the National Association of Insurance Commissioners’ Actuarial Guideline 49-B goes into effect on May 1, some predict a hit on indexed universal sales while others don’t see much of a change in illustrated rates.

May 1, 2023

Stuck in the middle

Twelve years after it was created by Dodd-Frank, the Federal Insurance Office is still looking for its long-term role in the insurance regulation landscape.

May 1, 2023

How to love your practice — and how to make it love you back

An author and coach said serving clients “is a reflection of love.”

May 1, 2023

Help clients achieve financial balance during all life stages

A series of strategies to help clients attain their goals, no matter their age.

May 1, 2023

Help employers provide workers with benefits they actually want

The right workplace benefits help retain workers and improve the employee experience.

May 1, 2023

Explaining the nuances of annuities to clients

Clear communication and understanding the implications of annuities for clients of different income levels will help you match the right annuity to your clients’ needs.

May 1, 2023
Cartoon of a man running for an exit

5 questions to ask small-business owners about their exit strategies

The use of key person life insurance is a critical aspect of a business continuation plan.

May 1, 2023

Commercial property owners stressed in a challenging P/C market

Commercial property owners are stressed by ate increases, capacity restrictions and other factors as they navigate the renewal process.

May 1, 2023
Image of an old, beat up computer with the word "Modernization" on it. Despite gains, insurance industry modernization still lags.

Despite gains, insurance industry modernization still lags

Despite some insurance industry modernization progress, much of the industry is stubbornly sticking to legacy technology.

May 1, 2023
A robot standing on a mountaintop.

Can AI help you grow your business?

Over the past couple of months, ChatGPT has been the hot topic. Artificial intelligence has been making its way into the insurance business for years. How, might you ask?

April 28, 2023
Photo shows a throne with the words 'Denied' overlayed.
Phillip Roy Wasserman, on trial for fraud, asked for a mistrial and was denied by a Florida judge.

‘Annuity King’ bid for a mistrial is denied as trial moves on to week 5

The trial of the self-styled “Annuity King” will continue into a fifth week after a Florida judge denied defendant Phillip Roy Wasserman’s motion for a mistrial.

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