Rather than viewing AI as a threat, financial advisors should see it as a powerful tool that can enhance capabilities and free up time for more strategic, creative, and client-focused tasks.
The number of annuity offerings available in the marketplace continues to expand, but sometimes it’s a good idea to take another look at a product that’s a bit more traditional – a variable annuity with lifetime income benefit riders.
Insurance companies continue to add newly launched indices to their fixed indexed annuity products, leading to a growing need to educate on the difference between live and back-tested index performance to help properly set policyholder expectations.
A Washington law firm is interviewing health advisors who were unfairly targeted by the Centers for Medicare and Medicaid Services in preparation for a potential class action lawsuit against the federal agency for its use of algorithms to punish agents who enrolled consumers in Affordable Care Act coverage.