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March 1, 2025

Whatever happened to DEI?

Diversity, equity and inclusion programs face backlash as many companies eliminate or revamp them.

March 1, 2025

Key person insurance: A vital tool for startups

Startup founders may have a lot on their plates as they begin their new venture, but they need this type of coverage.

March 1, 2025

How the industry can help more women achieve financial security

The life insurance gap for women represents an opportunity for advisors.

March 1, 2025

Long-term care: A paradigm shift in financial planning

Planning for LTC is planning for a client’s peace of mind.

March 1, 2025

A changing approach to client prospecting

The rise of technology, particularly artificial intelligence, has revolutionized the way professionals identify, connect with and build relationships with potential clients.

March 1, 2025

2025 tax reform: Unpacking the challenges ahead

How will Congress implement the new president’s agenda?

March 1, 2025

Unlocking hidden AUM: Prospecting from within your client base

How savvy advisors can effectively prospect within their own books of business.

March 1, 2025

Securing income through a fully insured plan

Fixed annuity contracts can fund a type of defined benefit plan for business owner clients.

March 1, 2025

Tech up your communication

How to reach clients and prospects without overworking your team.

March 1, 2025

Why DI remains the best option to fund disability costs

Dispelling three common myths surrounding disability insurance for ultra-high-income earners.

February 28, 2025
Wink reports a 4Q dip in annuity sales to close a record-breaking 2024.

Wink reports a 4Q dip in annuity sales to close a record-breaking 2024

Total 2024 annuity sales raced to another record, according to Wink’s Sales & Market Report, even if the industry did close the year on a down note.

February 28, 2025
Image shows the Globe Life logo and the words "Data Breach"
Globe Life initially claimed few people were impacted by a June 2024 data breach.

Globe Life hit with a pair of lawsuits over handling of 2024 data breach

Globe Life, Inc. faces a pair of lawsuits filed this week over a June 2024 data breach that exposed as many as 850,000 policyholders.

February 28, 2025

Determining tipping points for climate risk management

As climate change progresses, actuaries and insurance professionals require a method for identifying climate scenarios that could constitute a regime shift.

February 28, 2025
Image shows the Morningstar logo
Morningstar DBRS found that U.S. life insurers are maintaining cash reserves.

Morningstar: U.S. life insurers maintaining cash liquidity levels

Despite extended low interest rates and a trend toward riskier investments, U.S. life insurers’ are maintaining solid cash liquidity reserves, Morningstar reports.

February 27, 2025
Illustration showing blocks that spell out "Giving Back." Charitable-giving-tools-are-available-for-taxpayers.

Charitable giving tools available for taxpayers; due to expire

The Tax Cuts and Jobs Act is due to expire at the end of this year, but clients who want to save money on their taxes through charitable giving still have some tools they can use,

February 27, 2025
Image of a car driving on the street with the word "Tariffs" overhead. Experts-project-Trump-tariffs-will-boost-car-insurance-costs.

Experts project Trump tariffs will boost car insurance costs

Insurify projects tariffs would boost the national average cost of full-coverage auto insurance significantly.

February 26, 2025
Illustration of a tiny personal atop a gigantic Social Security card, looking down the crack in the middle of the card. How-do-Americans-believe-lawmakers-should-address-Social-Security-gap.

Study: How should lawmakers fix the Social Security gap?

A recent study tries to capture Americans’ views on how lawmakers should address Social Security’s long-term financing gap.

February 26, 2025
Image shows Trump and a bitcoin image.
President Donald Trump needs revenue to offset trillion-dollar tax cuts.

Could Trump seek revenue via a sharp cut in 401(k) contribution limits?

The Trump administration needs revenue to offset planned trillion-dollar tax cuts. Could they look at retirement accounts?

NY fined vehicle insurers $20.4 million for failure to report information

February 25, 2025

New York State Department of Financial Services Superintendent Adrienne A. Harris concluded of a multi-year investigation into motor vehicle insurers’…

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