How Sapiens and Armed Forces Mutual turned a single implementation into ongoing business transformation.
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LPL Financial’s Joanna Kanakis explains how insurance organizations can unlock opportunities by equipping advisors to deliver more complete financial guidance.
For decades, the insurance software pendulum has swung between buy and build. It’s never been an easy decision, but at times it’s been clear there wasn’t a good solution available to buy (think about the late 1990s), or that an entire segment of the industry was buying packaged solutions (think CSC in the 1980s and 1990s, or Guidewire and Duck Creek for P&C carriers in the 2010s).
As client needs evolve, Protective is helping financial professionals tailor life insurance strategies through speed, ease, transparency and support.
As the Great Wealth Transfer reshapes the financial landscape, indexed life insurance can play a valuable role in helping clients preserve, grow and transfer wealth.
Explore innovative insurance solutions that bridge the gap between carriers and consumers for better relationships and efficiency.
Uncover how Life Stage Planning can help financial professionals anticipate client needs while meeting immediate goals effectively.
Term Conversion – A Wealth of Opportunity for You and Your Clients
Each year, thousands of term life insurance policies approach the end of their initial level premium period. Because these dates can easily be overlooked amid busy schedules, clients might not notice the transition until they receive a renewal notice from their carrier.
The Gift That Keeps On Giving: Turning Generational Planning into New Business Opportunities
Parents and grandparents are always looking for meaningful ways to support the next generation.
Addressing the Retirement Savings Gap for Affluent Professionals
High-income professionals earning more than $200,000 annually represent an attractive yet often underserved market.
The Annual Review: Unlocking the Hidden Opportunity in Your Existing Book
Too many advisors spend time chasing cold, unvetted leads while completely ignoring the goldmine of opportunities in their existing book.
The Power of the Podium: Scaling with Educational Workshops
If you are looking for a definitive way to move beyond the cold-calling cycle and into a room full of engaged, qualified prospects at once, educational workshops can be one of the most effective growth strategies available.
The best way to prepare clients for risk is to address it head-on. Use the ART framework — Avoid, Retain, Transfer— to have a smart conversation about handling retirement income risks that sets clients at ease and empowers informed decisions to help improve retirement outcomes.
Oceanview CurrentRate MYGA offers the familiar protection and simplicity of a multi-year guaranteed annuity, with an interest-crediting approach designed to stay more connected to current interest rate conditions over time with annual rate updates after the first contract year based on a formula defined in the contract.
Knighthead Life has managed both momentum and expansion in the annuity markets, using its first year in the MYGA market to build a foundation and its entry into FIAs to show where it is headed.
In today’s retirement landscape, success isn’t defined by offering more solutions. It comes down to how effectively you position what you already deliver and how clearly those solutions connect to what clients value most.
Why commission management may be the most overlooked growth lever in your business.
Discover the Nasdaq-100 index and how it supports modern investment strategies with its unique methodology and transparency.
Talcott Financial Group entered the retail annuity market with a clear purpose and a proven record of providing income.
Rapid growth, rising competition, and increasing complexity define today’s annuity market, and standing still isn’t an option. But neither is change for the sake of change.
