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November 1, 2022

As insurtech investment slows, future remains cloudy

Insurtech startups arrived in a big way in recent years, propagated by millions of dollars in startup investment. The promise of insurtech has been to provide insurance faster and easier — and cheaper — relying on big data, more accurate risk assessment, technology such as telematics, and convenient apps.

November 1, 2022

‘Financial planning is for everyone’ — With Osmar Garcia

Osmar Garcia is on a mission to help those in his community improve their financial literacy and fund their own American dream.

November 1, 2022

From insurance advisor to life coach — with Joe Jordan

Why Joe Jordan believes the industry and its advisors must evolve to better serve clients in a changing world — A special interview with Paul Feldman, publisher

November 1, 2022

7 reasons to buy life insurance during a turbulent economy

Advisors provide their top reasons why consumers need coverage.

November 1, 2022

Helping small businesses weather ‘the great resignation’

Six ways brokers can help small-business clients offer the kind of benefits their workers want.

November 1, 2022

6 ideas to attract talent and retain your best employees

How to boost your applicant pools and entice your current employees to stick with you.

November 1, 2022

Keeping up with the LTC market

The long-term care market continues to change, and several factors make it even more complex.

November 1, 2022

Overcome client discomfort about discussing DI and LTC

A lifetime of relief and security is well worth a few uncomfortable conversations.

November 1, 2022

Leaning into technology and change

My wife, Lisa, and I recently went shopping at our local Whole Foods Market, only to find a shopping cart on technological steroids there to greet us, along with a store employee ready to prep us for our “first flight” with this new smart cart.

November 1, 2022

Training consumers to make confident financial decisions

t’s becoming harder to become — or stay — financially literate.

November 1, 2022

Annuities: Gaps can lead to opportunities

Research finds a gap between what clients feel about annuities and what financial professionals believe they feel about them.

November 1, 2022

Why the 4% rule may no longer be the retirement golden rule

Even the father of the 4% retirement rule, William Bengen, admits that it’s time to rethink that rule.

October 31, 2022
Study finds worker burnout.

Workers battling burnout along with money woes, study finds

Mercer’s consultants presented findings from their 2022 Inside Employees’ Minds study that showed workers are as concerned about their well-being as they are about their financial situation.

More than half of Medicare beneficiaries are in the same plan they had 3 years ago

October 31, 2022

eHealth, an online private health insurance marketplace, today released results from a survey of more than 1,000 Medicare beneficiaries. According to the survey, more than half (53%) of beneficiaries are currently enrolled in the same Medicare coverage they had three years ago, though many have experienced changes in the past year that may suggest the need for a new Medicare plan.

Final rule expands Medicare access

October 31, 2022

Final rule creates Special Enrollment Periods and reduces gaps in Medicare coverage, and improves administration of the Medicare Savings Programs.

October 31, 2022
What's new, what's changed as this year's ACA Open Enrollment begins.

What’s new, what’s changed in ACA open enrollment season

Nov. 1 marks the start of the 10th open enrollment season under the Affordable Care Act, and KFF compiled a list of nine changes to watch for in this upcoming period.

How carriers can lean on partnerships to innovate with speed

October 31, 2022

All life insurance carriers are aware of the consumer’s demand for digital-first experiences, but not every carrier has been able to meet that demand.

October 28, 2022
About 80% of employees surveyed cited problematic levels of debt.

80% of employees surveyed say debt level is a problem

The overwhelming majority of employees interviewed describe their level of debt as a problem, according to the 2022 Workplace Wellness Survey published by the EBRI and Greenwald Research.

KFF updates subsidy calculator and FAQ list ahead of ACA open enrollment

October 28, 2022

Users can enter age, income, zip code, and family size information to estimate their eligibility for subsidies and how much they can expect to spend on health insurance premiums or if they may be eligible for Medicaid.

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