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March 1, 2023
Rosie the Riveter pulling up her sleeves.

Women agents and advisors making history in 2023

It’s important to create policies and products that address issues that are specific to women.

March 1, 2023

A month to consider women’s history — and why change is needed

The observance of Women’s History Month in March is one reminder of the many ways women in the U.S. have a history different from men’s.

March 1, 2023
Man sitting at computer being covered in paper emails pouring out of a monitor.

Keep your emails out of the spam folder

Two experts on email etiquette give tips on how to keep from becoming an email “stalker.”

March 1, 2023
Laptop open with social media icons flying out of the screen

It’s go time for financial advisors on social media

An active social media presence can help advisors build deeper connections with clients and prospects.

March 1, 2023
Tiny human figures sitting on stacks of coins

Can employee benefits provide a solution for long-term care?

Your employer clients have several tools to help their workers plan for long-term care.

March 1, 2023

A tool that can be part of an effective business exit strategy

How a Nevada incomplete gift non-grantor trust can help those who want to sell their business maximize value in a tax-efficient manner.

March 1, 2023

New York state’s best interest regulation has lasting impact

Presenting yourself as a professional comes with a duty and an obligation.

February 28, 2023
Image of a caduceus with a donkey-headed snake and an elephant-headed snake wrapped around, situated in the middle of the congressional chamber.

The cost of health care: Something both parties can agree on

Can politics and posturing be put aside to work for the common good? Gianno Caldwell believes the answer to that question is “yes.”

February 28, 2023
Image of the numeral 5 made from gold coins, with stacks of gold coins in the background.

5 financial wellness behaviors that help build wealth

U.S. households that adopt five financial wellness behaviors build more wealth than other households, according to a research report by Hearts & Wallets, which has been tracking these behaviors.

February 28, 2023
Image of man looking bored and exhausted seated in front of large stacks of documents.

Insurtech takes on tedious task of obtaining probate surety bonds

While insurtech primarily has focused on the top-level needs of the insurance industry, a North Carolina company says it has automated the cumbersome and time-consuming process of obtaining probate surety bonds.

LIMRA: 2022 single premium buy-out sales topple prior record

February 28, 2023

Total U.S. single premium buy-out sales were $48.3 billion in 2022, up 42% from 2021 results, according to LIMRA’s U.S….

VULs can be the SUVs of life insurance

February 28, 2023

Variable universal life offers both powerful and flexible solutions for those willing to absorb potential market volatility risk.

February 28, 2023
Image of figure in a paper boat about to go over relatively shallow waterfall.

Economist predicts a ‘short and shallow’ recession

Why the U.S. could be in a brief recession characterized by negative demand and a continued tight labor market.

February 27, 2023
Image of figure surrounded by clouds indicating glloom and doom.

NABIP: Eliminating the employer tax exclusion would spell disaster for employer-based health market

Eliminating or capping the employer tax exclusion could be disastrous for the employer-based health insurance market, forcing many employers to exit the market, says NABIP.

7 questions to use SECURE 2.0 to sell more

February 27, 2023

Use the provisions of SECURE 2.0 to open a conversation and answer prospect questions.

February 27, 2023
Image of a paper boat floating safely over a waterfall attached to a balloon, while other boats plunge into the falls.

Insurtechs move to take on lagging business insurance market

Despite the high rates of failure and litigation, relatively few small business and start-ups carry business insurance, according to recent polls. Two insurtechs – LegalZoom and Counterpart – are forming partnerships to take advantage of this lagging market.

February 24, 2023
Image of handicap icon on parking space.

Advice for selling disability and critical care insurance

With disability insurance and critical illness insurance both experiencing recent growth, two industry executives recently shared some helpful hints for selling these two products.

February 23, 2023
Image of two people pulling on a rope in a tug of war in front of the U.S. Department of Labor building.

‘Neutral’ ESG rule draws GOP fire in court and Congress

Faegre Drinker analysts said the Biden administration’s final Department of Labor ESG rule found middle ground when it became effective on Jan. 30 but Republicans are still taking aim.

Report finds employers ‘paternalistic’ about employer health insurance

February 23, 2023

A new research report from the Employee Benefit Research Institute (EBRI) that examined conditions that might lead employers to offload provisions of health benefits found employers often view themselves as “paternalistic” and wished to make it easier for their workers to get affordable health coverage. 

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