If there was ever a case for embarking on a project with a clearly defined end in mind, it is building out your firm’s artificial intelligence (AI) capabilities within the framework of your current tech stack.
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Few names carried as much weight as Ron Essary, a pioneer who forever changed the way marketing organizations partnered with financial professionals. His passing left a void, but also a legacy — one that continues to inspire Ideal Producers Group (IPG). Today, that legacy is not only preserved but propelled forward under the leadership of Karen Essary, co-founder and CEO.
Live @ LIMRA 2025 with Emtech Group + LIMRA Leaders
Join an exclusive, in-depth discussion with Alex Rodov, Founder of Emtech Group; Rob Secontine, VP of Sales at Emtech Group; and Kartik Sakthivel, VP & CIO of LIMRA and LOMA.
Live @ LIMRA 2025 with Knighthead Life’s Michael Brandriet
In this exclusive interview, Knighthead Life’s Chief Distribution Officer, Michael Brandriet, explains how the company is combining experience, agility, and partnership-driven growth.
Live @ LIMRA 2025 with EquiTrust’s Heather Kane
Heather Kane, VP of Sales & Marketing at EquiTrust, shares how financial professionals can help clients plan for retirement and long-term care while navigating today’s market.
Live @ LIMRA 2025 with OneAmerica’s Dennis Martin
OneAmerica Financial is redefining how advisors deliver value. In this exclusive interview, Dennis Martin, President of Individual Life and Financial Services at OneAmerica, shares how AI, technology, and strong partnerships are shaping the future of life insurance and LTC. Watch the full interview now.
Some firms chase trends. UBS builds frameworks that endure. That mindset has shaped how UBS approaches the complex world of…
With agent-driven insurtech, a direct-to-consumer platform, and a passion for making protection accessible, Quility is reshaping the life insurance experience.
In an era where volatility is the new normal and speed is synonymous with strategy, the launch of the Nasdaq-100 Intraday Elite 15% Index marks a significant step forward for the insurance and annuity space.
An effective plan will educate clients as to what the three major planning behaviors are in response to long-term care costs. Just lay out honestly how people act. Then they can see where they fall on the list.
Protective blends time-tested values with modern tools to redefine the term life experience through speed, simplicity, and service without losing sight of its core mission.
In a life insurance market hungry for innovation yet steeped in tradition, Trusted Fraternal Life is proving that you don’t have to choose between the two.
Thinking About a Life Settlement? Get Started!
Many seniors hold life insurance policies they no longer need, want, or can afford. Stop letting those policies lapse or be surrendered for minimal value.
Having the Life Settlement Conversation
Most financial professionals pride themselves on knowing the full scope of what’s available to their clients. But for too many, life settlements remain a blind spot…
Life Settlements By the Numbers
Over the past four years (2021–2024), life settlements have delivered hundreds of millions of dollars in value to policyowners, often 6x more than the cash surrender value (CSV).
Every Advisor Should be Offering Life Settlements
Life settlements create opportunity, mitigate risk, and deliver value for you and your aging clients.
Time to Rethink Fiduciary Responsibility
For decades, financial professionals have relied on a trusted set of tools to help clients manage risk, plan for retirement, and navigate life’s financial transitions. But what happens when one of the most valuable personal financial assets, a life insurance policy, stops serving its original purpose or is no longer needed?
Unlocking Business Succession Opportunities
For financial professionals working with business owners, navigating the intricacies of succession planning can be daunting.
Allianz Index Lock: Smart. Simple. Locked In.
Allianz Life Insurance Company of North America leads the way with Index Lock, an industry-first indexed universal life (IUL) insurance feature.
Innovation with Intention: A New Era of Indexed Universal Life Insurance
As financial products grow more complex and customer expectations rapidly evolve, innovation must be more than a slogan—it’s a necessity.
