Rising healthcare costs force employers to rethink coverage strategies
As employers begin to evaluate benefit plans for 2027, many confront a difficult challenge.
Ask what stops an attack, not what sees one.
Read moreFrom the Field: Expert Insights
Your clients’ policies haven’t caught up with AI attacks
The lettuce recall: A case study for insurers and their clients
The recent Taylor Farms/Taco Bell lettuce recall is a case study about the tremendous risk for insurers when supply chains aren’t recall-ready.
The next phase of life insurance investing
Investment strategy may become an increasingly important differentiator for life and annuity insurers.
Protecting client data in the age of AI
AI will undoubtedly create new opportunities and efficiencies, but innovation should not come at the expense of privacy.
Overcoming the AI trust gap
What happens when a client receives an AI-influenced decision and wants to know why?
Why life insurance riders aren’t solving the LTC crisis
True long-term care protection is designed around the realities of aging, not as an add-on to a life insurance policy.
Keep the transcript; Don’t delete the audio
The transcript is worth having on its own merits, and that’s the part most Medicare agents will skip past.
Is financial security possible in the longevity economy?
The industry has the tools it needs. What’s missing is the roadmap for how to use them.
The cost of ignoring long-term care
Why agents can’t afford to stay silent.
When technology becomes easy to rent, what still separates life and annuity carriers?
If you are not a leader in the AI race, what makes you stand out?
Young and insured? You could still face thousands in medical bills
It only takes one unexpected injury or illness to derail your financial plans.
Plan now for lower Social Security benefits later
Addressing the Trust Fund’s solvency shortfall will come with a cost for future retirees.
AI isn’t cutting broker jobs. Here is what it is doing instead
We are poised for a demographic shift that could leave millions of Americans without a broker or advice to help navigate a complex and costly insurance market.
The conversation almost no advisor is having yet
You built your practice on having the hard conversations everyone else avoids. This is simply the one you haven’t added yet.
Automated handwritten mail: Helping agencies scale the personal touch
A growing number of agencies are turning to a tool that might sound old-fashioned for an industry built on customer relationship management systems and drip campaigns: handwritten mail.
The missing piece in most retirement plans
Most retirement plans are built for market risk. Very few are built for life risk. That is why so many of them fail.
How to build a scalable, AI-ready midmarket brokerage
The insurance industry is investing heavily in AI, yet many organizations continue to struggle with scaling initiatives beyond individual use cases.
Family communication: Financial planning’s growing blind spot
Across key areas of retirement and protection planning, families are making assumptions instead of having conversations.
3 summer sales habits that build next year’s pipeline
For employee health and benefits sales leaders, this is not your quiet period.
