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From the Field: Expert Insights

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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.

May 13, 2024
ChatGPT

Can ChatGPT pass procurement?

Artificial intelligence platforms often come with issues such as copyright infringement and inadequate security measures.

May 9, 2024

Key employees are as indispensable as moms

Key person insurance can protect a company when its most important employees die.

May 3, 2024

Ensuring compliance for PDF provider directories

Current laws mandate that customer communications for health care companies be accessible for people with disabilities. 

May 2, 2024

Safeguard staff to safeguard the organization from hackers

More insurers are taking proactive steps to combat would-be scammers and thieves.

April 25, 2024

The definition of insurance and why it matters for captives

The IRS declines to adhere to a coherent definition of insurance and leverages byzantine case law against taxpayers in an arbitrary and capricious manner.

April 23, 2024

Best practices for identifying compliance risks

Compliance incident management involves identifying, evaluating and mitigating incidents that might constitute breaches of laws, regulations or company policies.

April 22, 2024

Help parents of special-needs children plan for their financial future

Parents of a child with special needs are haunted by one question: “Who will take care of my child when I’m gone?”

April 19, 2024

The 1960s – the decade and the workers who were born in it

The unique intersection of a decade, an age bracket and the value they bring to organizations.

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