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April 8, 2025

Cross-selling LTD insurance to life insurance customers

Long-term disability insurance can provide essential financial security during challenging times.

April 7, 2025
Illustration of an elderly couple standing atop a pile of coins with the words "Charitable Giving" in the background. Charitable-gift-annuities-gaining-in-popularity.

Charitable gift annuities gaining in popularity

A CGA is an agreement between a donor and a nonprofit organization that provides the donor with a fixed income stream for life.

April 7, 2025
AI illustration with a financial advisor pondering use of AI with an AI angel over one shoulder and an AI devil over the other. Should-financial-advisors-use-AI--Expert-weighs-in.

Should financial advisors use AI? An expert weighs in

With many consumers having embraced AI themselves, how do they feel about financial advisors using the technology. One expert weighs in.

April 7, 2025
Illustration of an investor in a paper sailboat made of market report pages in a roiling sea. Inflation-and-interest-rates-Help-clients-navigate-this-terrain.

Inflation and interest rates: Help clients navigate this terrain

Inflation is persisting, interest rates are still high and economic uncertainty is all around. Consumers need their advisors to help them navigate this terrain.

April 7, 2025

How insurers can leverage agent insights to navigate disruption

Insurance companies can strengthen trust and improve outcomes by tapping into these valuable allies.

April 4, 2025
Illustration of a large head with a heart containing a red cross in the location of the brain. Mental-health-remains-in-the-forefront-5-years-after-pandemic

Mental health remains in the forefront 5 years after pandemic

Five years after COVID-19 disrupted the world, the effects are still being felt. One of the biggest effects to impact the world of health insurance and benefits is greater awareness around mental health.

April 4, 2025

Tariffs, trade and taxes in the time of Trump

As tariffs are under greater consideration, let’s examine their historical significance and explore potential implications of new tariff measures.

April 4, 2025
Image of an insurance agent watching a screen full of charts and graphs representing industry trends. Expert-looks-at-insurance-industry-trends-as-AI-takes-hold 1.

Expert looks at range of insurance industry trends as AI takes hold

With the advance of AI, change in markets, and ongoing challenges, the insurance industry is carving out new strategies.

April 3, 2025

Commentary: The US must reject Europe’s liberal insurance regulations

America is ceding its insurance regulation to international nongovernmental organizations that have crippled Europe’s insurance sector.

April 3, 2025
Consumers with head in hands worrying about new tariffs and higher inflation. Americans-are-increasingly-worried-about-high-inflation-and-new-tariffs.

Americans increasingly worried about new tariffs, worsening inflation

With additional tariffs recently announced by President Trump, Americans are increasingly worried about high inflation, a new study finds.

April 3, 2025

CFA official calls homeowners insurance crisis ‘unprecedented’

The director of insurance for the Consumer Federation of America, saying homeowners insurance is in “crisis,” calls for policy change.

April 2, 2025
Illustration of an older man amid consumer goods with an graph going downward, indicating investment losses. Market-volatility-driven-by-uncertainty-over-tariffs.

As tariffs roil market, separate ‘signal from the noise’

Market volatility can affect investors in a variety of ways, depending on their financial situation and where they are in their financial life cycle.

April 2, 2025
AI scientist holds a virtual AI orb in his hands. Explainable-AI-in-insurance-5-best-practices-4-major-challenges.

‘Explainable AI’ in insurance: 5 best practices & 4 major challenges

As increasing use cases of AI in insurance add urgency to the need for explainability, experts are recommending best practices.

April 2, 2025
Illustration of a ghost with an Anthem Blue Cross logo overlaying it against a city skyline. Anthem-BCBS-of-NY-says-ghost-network-case-is-federal-not-state.

Anthem BCBS of NY seeks dismissal in ‘ghost network’ case

Accused of crafting a “ghost network” of doctors, Anthem BCBS of NY says the case is a matter of federal, and not state, jurisdiction.

April 2, 2025

5 steps to overcome mistrust in life insurance sales

Life insurance objections: Here are five steps to overcome them.

April 1, 2025
Logo of Atlantic Coast Life with the words "Rehab Strategy" above a pile of cash. SC-regulators-'reviewing'-rehab-strategy-for-Atlantic-Coast.

SC regulators ‘reviewing’ rehab strategy for Atlantic Coast

South Carolina regulators are still deliberating how to respond after an order that had banned Atlantic Coast Life Insurance Co. from writing new premiums was reversed.

April 1, 2025
Illustration of a family under an umbrella being held in a pair of giant hands, with financial illustrations behind them. Regulators-considers-tweaks-to-life-illustration-rules.

Regulators tackle troubling illustration practices

State insurance regulators say life insurers are “undermining” efforts to bring illustrations in line with reality.

April 1, 2025

HNW clients take center stage under Trump

Now that President Donald Trump and fellow Republicans control all levers of government, the focus is on high net worth clients

April 1, 2025

More than luck — with Kevin Tostado

Kevin Tostado uses his skills developed as an Emmy-winning filmmaker to help clients achieve their financial dreams.

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