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From the Field: Expert Insights

From the Field: Expert Insights RSS Get our newsletter
February 13, 2025

Why clarity on micro-captives benefits everyone

Micro-captives are also known as 831(b) plans or small captive insurance.

February 12, 2025

Has catalytic converter theft finally peaked?

Catalytic converter thefts surged to record highs across the United States in 2022.

February 11, 2025

Most high net worth individuals are digitally unprotected

High net worth individuals can face unique cyber risk exposures that demand specialized protection.

February 10, 2025

Help your clients navigate tax regulations

Navigating tax regulations is a complex process that is significantly affected by each client’s unique financial situation.

February 7, 2025

How AI improves interactions between insurers and auto body shops

Recent advancements in artificial intelligence are helping insurers and auto repair shops accelerate processes and eliminate much of the excess back-and-forth negotiations required to resolve vehicle damage claims.

February 6, 2025

Why 10-pay LTCi could be a smart move

One key benefit of 10-pay plans is that premiums are guaranteed never to increase during the payment period.

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.

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