4 things every agent should know about succession planning
A new generation of industry leaders reshapes what succession planning can look like for independent insurance agents.
A new generation of industry leaders reshapes what succession planning can look like for independent insurance agents.
More retirees are warming up to the idea of partial annuitization to assure a guaranteed lifetime income, experts say.
Although more than $54 trillion in wealth is expected to transfer to widows by 2048, many women still face financial insecurity after their spouse dies.
Regulators say that some indexed annuity sales illustrations project unrealistically high returns.
When a California homeowner applies for or renews a homeowner’s policy, residential property insurers are required to provide them with a replacement cost estimate.
Market volatility is now a persistent feature of the investment landscape rather than an occasional disruption.
Integrity recently announced a health plan designed for its independent agents and advisors in a breakthrough offering.
The right question, with the right context, changes everything.
Artificial intelligence is no longer a buzzword reserved for technology conferences and corporate strategy decks.
The insurance industry lost 10,700 positions from April to May, according to the Bureau of Labor Statistics.
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.
Advisory boards help your firm connect with other financial professionals, obtain client feedback and build your company brand.
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.
Financial stress and the rise of supplemental benefits are two trends driving employee benefits in 2026.
Hidden provisions in hospital contracts could quietly be pushing employer healthcare costs far higher.
The Wisconsin Office of the Commissioner of Insurance recently released a list of administrative actions for June. The actions are…
Three and a half years remain until 2030, a year in which a significant demographic shift is expected to rock the U.S.
The number everyone optimizes — your gross monthly benefit — isn’t the number that lands in your bank account.
A benefits broker can become an “AI whisperer” by giving artificial intelligence tools assignments instead of asking them dumb questions.