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From the Field: Expert Insights RSS Get our newsletter
July 13, 2026
Image shows a pair of hands holding health plan items
For those who hire independent agents, a health plan like the one offered by Integrity may be the secret to growth. (This image was created with AI)

Could health plans be the next crucial benefit for independent agents?

Integrity recently announced a health plan designed for its independent agents and advisors in a breakthrough offering.

July 13, 2026

Change the lens you use to evaluate premium-financed IUL

The right question, with the right context, changes everything.

July 13, 2026
Articial intelligence creates efficiency for carriers, disruption for agents (AI-generated image)

AI’s dual reality: Efficiency for insurers, disruption for agents

Artificial intelligence is no longer a buzzword reserved for technology conferences and corporate strategy decks.

July 13, 2026
Image says the words, "Insurance Employment."
Insurance industry employment is declining. (This image was created with AI)

Insurance industry employment shows disturbing declines

The insurance industry lost 10,700 positions from April to May, according to the Bureau of Labor Statistics.

July 10, 2026
Image shows piles of coins.
Caregiving costs employers $50 billion in lost productivity annually. (This image was created with AI)

Caregiving: A challenge that costs employers billions

Caregiving is the defining workplace issue of our time, costing employers billions of dollars in lost productivity every year. One in four American adults is a caregiver, and caregiving has a ripple effect on their financial situation.

July 10, 2026

Could your practice benefit from an advisory board?

Advisory boards help your firm connect with other financial professionals, obtain client feedback and build your company brand.

July 9, 2026
Image shows Tai Lopez
The SEC accuses Tai Lopez of misleading investors. (This image was created with AI)

SEC nears settlement with accused scammer Tai Lopez

The Securities and Exchange Commission is closing in on an agreement with prominent social media influencer Taino “Tai” Lopez in a civil enforcement fraud case.

July 9, 2026
Image shows a woman with blocks of important goals.
Nearly 8 in 10 millennials (79%) said that financial stress often or sometimes affects their mental health and well-being. (This image was created with AI)

How can employers make benefits more meaningful?

Financial stress and the rise of supplemental benefits are two trends driving employee benefits in 2026.

July 8, 2026
Image shows a hand putting several papers into a shredder.
According to a recent White House report, banning three anticompetitive contract terms hospitals use to block competition would reduce hospital prices by 18%. (This image was created with AI)

Banning secret hospital contract terms could cut health premiums 6.5%

Hidden provisions in hospital contracts could quietly be pushing employer healthcare costs far higher.

Wisconsin releases enforcement actions for June

July 8, 2026

The Wisconsin Office of the Commissioner of Insurance recently released a list of administrative actions for June. The actions are…

July 8, 2026

An aging population needs advisors to cut through the confusion

Three and a half years remain until 2030, a year in which a significant demographic shift is expected to rock the U.S.

July 8, 2026

The 3 things that shrink your Social Security income

The number everyone optimizes — your gross monthly benefit — isn’t the number that lands in your bank account.

July 7, 2026

How brokers can become ‘AI whisperers’

A benefits broker can become an “AI whisperer” by giving artificial intelligence tools assignments instead of asking them dumb questions.

July 7, 2026
Image shows a man in an AI scene
Brokers are using AI to scale their service and revenue. (This image was created with AI)

AI brings disruption as well as opportunity for brokers

Artificial intelligence is bringing disruption as well as opportunity, and brokers are in a race to define their role in the AI era.

July 7, 2026

Client relationships are tested when the storm hits

For millions of policyholders in storm-prone regions, the Atlantic hurricane season is when their relationship with their insurer is most likely to be tested.

July 6, 2026

Proposed legislation takes aim at Social Security shortfall

The Bipartisan Social Security Commission Act of 2026 would create a 13-member commission on long-term Social Security solvency.

July 6, 2026
Image shows a man dressed like a 1950s salesman and holding a book titled, "Retirement Funds."
Advisors need to be aware of the growing number of guaranteed income options inside employer plans. (This image was created with AI)

Built-in guaranteed annuities: What advisors should know

Fidelity Investments recently announced its Fidelity Freedom Lifetime, the latest guaranteed income option for employer plans.

July 6, 2026

How AI is removing the barriers to ICHRA adoption

Ninety-three percent of brokers anticipate that the adoption of individual coverage health reimbursement arrangements will increase over the next five years.

July 6, 2026

Before you debate premium financing, understand the bigger picture

The right strategy depends on context.

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