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From the Field: Expert Insights

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November 18, 2024

Should auto insurers offer V2X discounts?

V2X is highly effective and, together with planned infrastructure deployments, could save thousands of lives each year in the U.S. alone.

November 14, 2024

Trump 2.0: Planning around uncertainty

While we should take the president-elect at his word and trust that he will do everything he can to ensure promises made will be promises kept, there are known unknowns.

November 12, 2024

How to be compensated fairly – in referrals

Referrals are the way professionals get paid for a job well done.

November 11, 2024

ICHRAs: A successful benefits strategy for your remote workforce

ICHRAs allow employers to provide employees with a reimbursement—or allowance—to purchase their own health insurance.

November 8, 2024

Managing the annual enrollment welcome call surge

As millions of new members enroll in Medicare plans before Dec. 7, health insurance providers must manage the annual surge of welcome calls needed to connect with each person.

November 7, 2024

Mastering brevity to close more deals

Brevity is the key to getting clients and prospects to understand your advice.

November 5, 2024

Maintaining annuity sales momentum with Gen X

The next wave of retirees is fast approaching, and they’re digital natives who likely won’t settle for their parents’ paper-based processes.

October 29, 2024

Turning political uncertainty into portfolio gold

The inevitable market volatility that accompanies political transitions is both a cause for concern and a chance for strategic investment.

October 24, 2024

AI-driven solutions to overcome insurance industry hurdles

A new wave of AI-enabled tools and platforms offers a powerful solution to help insurers enhance operational efficiency.

October 22, 2024

Beware the haunted life insurance policies!

Let’s explore some frightfully common problems that could turn your clients’ life insurance dreams into nightmares.

October 21, 2024

Open enrollment: A time to support contact center agents

A critical challenge for insurers: how to equip customer service agents to handle increased call volume effectively while maintaining a high level of service.

October 16, 2024

Key person insurance: A vital tool for startups

Key person insurance, or contract frustration insurance, is a crucial risk management strategy for startups that rely heavily on specific individuals for their success.

October 15, 2024

Navigating client communication in the investment industry

To navigate advertisements and compliance, it’s important to understand the applicable rules and regulations.

October 14, 2024

Insurance essentials for each stage of life

Just as our investment strategies change as we get older, so should our approach to insurance.

October 9, 2024

BOLI, bonds and banks: Accounting for early surrender

Recent increases in market interest rates are leading some banks to consider surrendering their bank-owned life insurance to reinvest the proceeds (net of a tax charge) in a new BOLI policy with a higher yield.

October 8, 2024

Tailoring workplace benefits for a multigenerational workforce

As the global workforce becomes increasingly diverse, traditional cookie-cutter benefits plans are becoming a thing of the past.

October 4, 2024

Long-term care costs continue to rise, regardless of politics

In the next few years, looming demographic challenges for both caregivers and the aging American population will pose additional complications for the cost of long-term care.

October 3, 2024

How to beat the insurance industry’s age crisis

Insurance isn’t top of mind when millennials and Generation Z are considering a career path.

October 2, 2024

3 emerging financial threats to retirement planning in 2024

Retirement planning must consider the general factors that affect every retiree.

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