Advisors are slow to embrace digital transformation, despite investing more than other segments. So, unless they quickly embrace change, hard-won progress could stall.
The cyber insurance market has matured rapidly over the past two years in the face of ever-evolving risk.
Social selling is a great way for an advisor to build trust online.
As we look toward the health savings account’s 20th birthday, it’s important to look at how these accounts came to be, where they stand now and what they could look like in the future.
Interest in self-insuring or having a captive insurance model historically has been cyclical. But that may be changing in today’s tough insurance market.
Washington state imposed a tax to fund a long-term care program. What does this mean for your clients and could your state be next?
Never lose a client to an advisor who uses Monte Carlo simulations.
Property/casualty insurers had one of their worst years in 2022 as runaway inflation, shortages and higher prices drove up claim costs. As we look at the year ahead, insurers must not overlook the impact of the turbulent economic environment on consumer behaviors.
Many advisors see the potential in social media to build their personal brands, and social selling is a powerful strategy for creating trust.
To make the most out of working with carriers and other insurance industry stakeholders, consider this approach to product building and customer engagement.
For many, the traditional 60/40 stock/bond portfolio mix has been the go-to investment strategy and has held up well for decades. However, financial professionals should consider fixed rate products as an alternative when talking with clients about what to do with the 40% dedicated to fixed income.
One in five property/casualty insurance customers is unsatisfied with their insurance carrier. Two of the biggest pain points: slow underwriting…
What led up to this crisis and why advisors should be appalled that it happened.
The ability to trigger tax-free payments from a tax-deferred vehicle is an enormous tax efficiency opportunity for those impacted by a long-term care event.
In today’s labor market, it’s essential for employers to pay close attention to what their employees need and build benefit plans accordingly – or risk losing out on top talent.
Variable universal life offers both powerful and flexible solutions for those willing to absorb potential market volatility risk.
Use the provisions of SECURE 2.0 to open a conversation and answer prospect questions.
The world is shifting toward sustainability, and the life insurance industry, mired in legacy systems, must evolve with the times. It can do this in small but impactful ways, including using the cloud, reducing home visits and updating legacy systems.
What slows down the claims process? Lack of proper documentation from property restoration teams working on site.
