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From the Field: Expert Insights

Health/Employee Benefits News RSS Get our newsletter
February 4, 2025

Health coverage redefined through innovative self-funded solutions

These new models combine specialized solutions and tailored offerings to serve overlooked segments, such as gig and part-time workers, associations and businesses looking for new ways to address rising costs.

January 15, 2025

AI: Speeding up the underwriting process

Advances in technology are producing better data, which leads to faster, more accurate and less invasive underwriting.

January 9, 2025

Start your succession plan today

Succession planning can’t wait. Here is how to begin the process.

January 7, 2025

AI: achieving a balance of efficiency, accuracy in in life insurance underwriting

By combining human expertise with AI’s processing power, carriers can make progress in achieving a balance between efficiency and accuracy in underwriting.

January 6, 2025

How the life insurance industry can restore its relevance

Structural forces that could help the industry find new life.

January 3, 2025

Hidden risk: The impact of financial markets on life insurance

When it comes to buying life insurance and annuities, very few consumers understand how the financial markets and interest rate environment impact the risks associated with their purchase.

December 18, 2024
Image shows a tunnel with light at the end.
Advisors struggle when it comes to their own retirement.

The light at the end of the tunnel: Selling and valuing your advisory practice

All too often, advisors haven’t adequately addressed their own retirement. As the expression goes, the cobbler’s children often have no shoes.

December 16, 2024

Why are you thinking about ACA reporting?

The risks of ACA reporting mistakes are real.

December 13, 2024

How cloud technologies can help agents serve more older Americans

Cloud technologies are already making a difference for agents, and they’re becoming more powerful by the day.

December 12, 2024

AI in life and health: What to expect into 2025 and beyond

Here are seven top AI trends worth following.

December 11, 2024

Wealth management: why some insurance companies are opting out of a lucrative opportunity

If wealth management is such an important tool for long-term growth at insurance firms, why have we seen a trend of industry consolidation and wealth arm selloff over the past 10 years?

December 10, 2024

How AI and tech will impact insurers in 2025

A few key trends and developments are expected to define the insurance industry’s future.

December 6, 2024

2025 insurance outlook: Dealmaking, distribution, capacity and innovation

The coming year brings many reasons for cautious optimism across the industry.

December 4, 2024
Image shows a graphic simulating a performance review
Performance reviews often generate a mix of anticipation and anxiety.

Performance review crash course: 4 tips to get you prepared

By reviewing your accomplishments, researching compensation data, and mentally preparing, you can walk into your meeting with confidence, ready to map out the next steps in your career.

December 4, 2024

Small businesses need actuaries’ support to protect against novel risks

There is a significant gap between well-established actuarial science on the one hand and the IRS’s perspective on captive insurance risk on the other.

December 3, 2024

Year-end Roth IRA conversions: What you need to know before the deadline

For those working with investors who are planning a conversion, year-end can be a smart time to consider such a move

December 2, 2024
Image shows an older couple in front of a pool.
Advisors often need to help older clients feel confident about spending their nest egg.

Empowering clients to enjoy their hard-earned wealth

We, as financial advisors, see a common dilemma among clients: despite disciplined saving and careful planning, we often hesitate when it’s time to spend on the very experiences they’ve been working toward.

November 21, 2024

P/C market showing signs of stabilization

Insurers are seeing meaningful improvements in net income.

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.

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