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From the Field: Expert Insights

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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.

October 1, 2024

How state regulation keeps insurance innovating safely

As insurers’ investments, ownership structures and products become more complex, the dynamic state system is the most effective regulator.

September 30, 2024

Long-term care insurance: From crisis to opportunity

Long-term care coverage must be reimagined to serve the changing needs of older Americans.

September 18, 2024
Image shows a graphic of a man tossing money in the air.
Sticking with the market through ups and downs can pay off in the end.

Greed, fear, and opportunity in turbulent markets

When the market drops by 5%, 10%, or even 20%, the natural instinct for many investors is to reduce risk, not increase it. This reaction, while understandable, can be detrimental to long-term financial success.

September 13, 2024

Retirement moves for millennials without savings

Retirement saving strategies for millennials who are late getting started with investing.

September 12, 2024

How to help clients cope with the inevitability of death

This is an opportunity for you to provide comprehensive support to your clients.

September 11, 2024

Flood insurance and condo associations: Dispelling 5 myths

Condominium associations may be unaware that they need flood insurance or have misconceptions about what it covers.

September 10, 2024

ERISA’s enduring legacy and the evolving impact on fiduciaries

ERISA outlines the responsibilities of fiduciaries, mandates employee dishonesty insurance and holds fiduciaries personally liable for breaches of their duties.

September 9, 2024

Help your business clients create an emergency response plan

Emergency management is a preplanned process for preparing for, mitigating, responding to and recovering from an emergency.

September 6, 2024

Copay accumulators are harming patients

Although insurer copay accumulator policies may vary slightly from state to state, they all inevitably increase patient harm.

September 5, 2024

Data migration and modernization myths debunked

Digital transformation is dependent on and driven by modernizing your data.

September 4, 2024

7 deliverables to expect from an insurer

Whether you’re an independent broker or a captive agent, you may have more leverage than you think with the insurers with which you’re aligned.

August 21, 2024

Planning for retirement beyond Social Security

Social Security was never intended to be the only source of income after retirement.

August 20, 2024

Life insurers depend on technology to stay compliant

Investing in the right product technology is crucial for insurers to maintain compliance while also adapting quickly to regulatory changes.

August 19, 2024

Amazonification has changed insurance marketing

Amazon has influenced nearly all our transactions – including shopping for insurance.

August 16, 2024
Image shows several generations of people gathered.
Connecting with younger generations is a crucial element of success.

Building authentic connections across generations

By Irene Stolte Clients from different generations and upbringings walk through my office doors every day. Some days, I meet…

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Press Releases

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