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February 17, 2025

Six steps to turn HNW friends into clients

Friends may not be aware of what you do or how you can help them.

February 17, 2025

The two-bucket investment approach to making money last

The two-bucket investment approach is a well-balanced strategy designed to provide both stability and growth.

February 17, 2025
Illustration with the year 2025 with a large hand giving a thumbs up sign. Insurers-must-be-flexible-in-the-coming-year.

Conning research: Insurers must be flexible in the 2025

Insurers must remain adaptable to seize emerging opportunities as several key trends will shape the 2025 insurance landscape.

February 14, 2025
Image shows the UnitedHealth logo
UnitedHealth is being investigated by the DOJ.

Minnesota judge: lawsuit over UnitedHealth use of AI can continue

A Minnesota judge is allowing a breach-of-contract claim to continue against UnitedHealth Group and its subsidiaries over the use of artificial intelligence.

February 14, 2025

Economy showing momentum despite uncertainty

The U.S. economy is showing momentum in early 2025, despite lingering uncertainty in the wake of the November elections.

February 14, 2025

7 ways financial advisors can benefit by giving back to nonprofits

The seven sources of getting business from your involvement in community and nonprofit organizations.

February 14, 2025

Emergency Preparedness: How advisors can prepare clients for hurricanes

A desire for peace of mind is often what leads clients to seek a financial advisor. Inclement weather often presents a challenge to this peace, bringing potential harm to personal and financial wellbeing.

February 14, 2025

Federal employees: An emerging market for advisors

Financial advisors and insurance agents have a unique opportunity to help federal employees who are being laid off..

February 14, 2025
Image shows the Corebridge logo
Corebridge Financial made significant Q4 progress with Bermuda reinsurance plans.

Surrenders expected to rise at Corebridge, new RILA already selling strong

Corebridge reported a strong fourth quarter 2024, with net income of $2.2 billion compared to a loss of $1.3 billion in the year-ago quarter.

February 13, 2025
Image shows the Atlantic Coast Life Insurance logo
A South Carolina judge sided with Atlantic Coast Life Insurance Co. today.

SC judge rules Atlantic Coast can stay in business; rips regulators

A South Carolina judge reversed a state Department of Insurance order today banning Atlantic Coast Life Insurance Co. from writing new premiums.

February 13, 2025

Why clarity on micro-captives benefits everyone

Micro-captives are also known as 831(b) plans or small captive insurance.

February 13, 2025
Image showing Calif. wildfires in the background, with the AIG logo with powerful arms flexing muscles. Despite-$500M-wildfire-loss-AIG-reports-strong-Q4-2024-earnings.

Despite $500M wildfire loss, AIG reports strong Q4, 2024 earnings

Despite challenges from natural catastrophes, including the California wildfires, AIG earns Q4 net income of $898 million.

February 12, 2025
Image shows the Department of Labor building
The DOL is not sure what to do with the Retirement Security Rule.

DOL asks court to pause its appeal of fiduciary rule stay

The Trump administration Department of Labor wants a time out from ongoing lawsuits to decide how to deal with the controversial Retirement Security Rule.

February 12, 2025
Illustration showing abstract medical complex in the background with the logos for Aetna and CVS Health overlaying the image.

CVS Health: Profits drop, with Medicare Advantage, Aetna challenges

CVS Health reported Q4 2024 profits of $1.6 billion, down from $2 billion, with annual profits at $4.6 billion, down $8.3 billion in 2023.

February 12, 2025
Image shows the Brighthouse Financial logo
Brighthouse Financial reported record annuity sales in 2024.

Brighthouse: annuity success, RBC struggles, as possible sale rumors fly

Brighthouse Financial’s Shield Level annuities hit record sales of $10 billion for the year. But is it enough?

February 12, 2025

Has catalytic converter theft finally peaked?

Catalytic converter thefts surged to record highs across the United States in 2022.

February 12, 2025
Photo illustration of a book with the title: "Create an Effective Value Proposition." The-financial-advisors-guide-to-creating-an-effective-value-proposition.

The financial advisor’s guide to creating an effective value proposition

Crafting an effective value proposition is one of the key ways for a financial advisor to set themselves apart from the competition.

February 11, 2025
Judge's gavel on a desk withe the Conduent logo overlapping the image. Conduent-State-Healthcare-ruling-sets-stage-for-retrial (1).

Conduent State Healthcare ruling sets stage for retrial

The complex $400 million case of Conduent State Healthcare versus AIG Specialty Insurance Company moves to next stage.

February 11, 2025
Illustration with the words "Google "E.E.A.T." with the legend "SEO Basics." SEO-Basics-What-is-Google-E-E-A-T-and-how-to-use-it.

SEO Basics: What is Google E-E-A-T and how to use it

SEO expert John Dietrich explains how insurance agents and financial advisors can increase traffic and qualified leads using Google’s E-E-A-T guidelines.

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