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From the Field: Expert Insights

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June 6, 2024

The top three cyber policy gaps

It’s important that cyber insurance covers as many risks as possible.

June 5, 2024

Telehealth: Making health care more accessible and affordable

Telehealth is a game-changer in helping consumers access health care.

June 4, 2024

How an HSA can help you save on health care expenses

An HSA is a personal bank account that allows you to contribute and withdraw funds tax-free, but there’s a caveat.

June 3, 2024

Health is the foundation upon which our financial dreams are built

Financial advisors who address their clients’ wealth from a holistic point of view will have a significant advantage in securing their clients’ business and getting referrals.

May 31, 2024

Safeguarding owner profits in the property market: Navigating risks and strategies

To safeguard investments and ensure long-term profitability, property owners and those who work with them must take forward-looking measures.

May 30, 2024
Image shows a target and a dart in it.
Learn how you can best serve clients with goals-based investing options.

Let’s get back to goals-based investing

While the internet has many resources for learning how to invest, the bottom line is young people seem to not understand why investing matters. Some seem to think investing is a form of status symbol or a financial wellbeing milestone.

May 30, 2024

How to promote mental health among your contact center agents

How can contact center leaders better support the mental health of those on the front line of these complex, emotional issues?

May 29, 2024

How PHL’s rehabilitation will rock the life settlement industry

The Connecticut Insurance Department has petitioned for an order of rehabilitation for PHL Variable Insurance Company and its subsidiaries, Concord Re and Palisado.

May 28, 2024

Health benefits trends leveling the playing field

Now that we’re nearly halfway into the 2024 health benefits plan year, it’s time for employers to begin meeting with their benefits consultants to start planning for the next open enrollment period.

May 24, 2024

How and why insurers must up their AML game

There are many points in the insurance value chain where money laundering can occur.

May 23, 2024

Risk reducing strategies for HNW individuals to stay insured

Risk mitigation strategies that insurance professionals should give to their high net worth clients to ensure ongoing coverage.

May 22, 2024

Content marketing planning: 5 best practices for advisors

Content marketing strategy requires more than just quantity — it demands strategic planning and execution.

May 21, 2024

Riches beyond income: Why high earnings don’t always equal wealth

Several factors can prevent high earners from building wealth.

May 20, 2024

The case for consolidating policy administration systems

Carriers eventually reach the point where they must consolidate their systems to make operations more efficient.

May 17, 2024

Why insurers’ banking relationships matter in AML compliance

Anti-money laundering is often mistaken as a secondary consideration to fraud in the insurance sector when it comes to financial crime.

May 16, 2024

The high-limit disability niche

Prospects who earn more than $250,000 annually stand to lose more in the long run in the wake of disablement because they simply have more to lose.

May 15, 2024
Image shows toy people and coins.
Finding a successor that shares your values, your passion for clients and has a similar philosophy and competency may take years.

Considerations for defusing the coming explosion in succession planning

In the realm of financial services, it is widely acknowledged that many financial advisors are approaching retirement age, with a sparse representation from younger demographics.

May 15, 2024

How insurers can leverage AI to drive innovation within the policy lifecycle

These tech tools will help organizations lower their risk profile, stay ahead in today’s threat landscape, and help insurance companies assess and manage risk more accurately.

May 14, 2024

Gen Z clients may be the right fit for the new breed of IUL products

An IUL policy presents an opportunity for significant growth for young adults who have a long investment horizon.

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