In today’s financial landscape, optimizing income strategies for tax-deferred accounts is more crucial than ever. With rising national debt and escalating tax rates, financial professionals must leverage efficient tax mitigants to help clients navigate retirement planning.
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Increased customer awareness and digital transformation drive a positive outlook for the term life insurance industry.
As Dan Hunt, CEO of Redhawk Wealth Advisors, aptly puts it, “Everyone wants to avoid missing the next boat as long as it’s not the Titanic.”
A.I. for life agents enables faster and more accurate field underwriting
Live from the ITC 2024 Vegas conference, InsuranceNewsNet Publisher Paul Feldman interviews leaders from Xcela, an AI-driven platform designed to simplify and accelerate the insurance sales and underwriting processes.
How A.I. is making life carriers faster, better, and more profitable
Live from ITC 2024 Vegas, InsuranceNewsNet Publisher Paul Feldman interviews Matthew Segreti, CTO of LIDP, a firm specializing in policy administration for life and annuity products.
Revolutionizing QA technology for carriers and insurtechs
Live from ITC Vegas, discover how Emtech is helping Insurance Companies and Insurtechs transform their QA their software projects faster and more efficiently than ever.
There’s a missing piece to many retirement strategies today — how to manage potential long-term care (LTC) expenses.
The life insurance industry is transforming to keep pace with today’s digital era. Cloud technology Is central to the industry’s evolution — driving Innovation and operational efficiency. But while the industry’s excitement is presently over the potential of artificial intelligence, it’s essential to recognize that life Insurers must modernize their environments to utilize AI effectively.
Understanding the cost of inaction can be an eye-opening insight for clients preparing to retire.
LifeShield’s approach is centered on delivering innovative, client-focused solutions that empower you to offer clear, tailored advice to your clients.
CG has partnered with Sapiens, a leading global provider of software solutions for the insurance industry, to leverage a fully integrated life insurance platform and expand its TPA services.
As leaders in the life insurance space, we have the power to harness this change to shape the future of the industry — and with imagination we can plan above and beyond our consumers’ needs.
The financial services industry continues to buzz with excitement after Annexus and John Hancock announced their first-ever collaboration in June: John Hancock’s Protection indexed universal life insurance (PIUL) with access to Annexus’ cutting-edge indices.
Baby Boomers, Gen X, Millennials, and now … Gen Z. All four of these generations are defined by their unique preferences and expectations.
What does a successful 150-year-old fraternal life insurance company do for a next chapter? It does what it’s always done — it focuses on what’s next.
In this conversation with Nate Gemmiti, CEO of Ibexis, we explore how the company is disrupting the industry after launching its first annuity as Ibexis just two years ago.
As younger generations, particularly millennials and Gen Z, look toward their future, the retirement landscape presents challenges.
It’s easy to be distracted by all that is going on both in the financial world and elsewhere. But amid these distractions, it’s crucial not to overlook the looming deadline for tax changes.
We polled financial professionals and retirement investors to provide new information and uncover new insights on retirement planning opportunities related to longevity risk.
In a world where everyone lives on their digital devices, offering virtual services has become not only the norm but an expectation, even in traditionally high-touch industries like financial services.