From the Field: Expert Insights

Brevity is the key to getting clients and prospects to understand your advice.

The next wave of retirees is fast approaching, and they’re digital natives who likely won’t settle for their parents’ paper-based processes.

The inevitable market volatility that accompanies political transitions is both a cause for concern and a chance for strategic investment.

A new wave of AI-enabled tools and platforms offers a powerful solution to help insurers enhance operational efficiency.

Let’s explore some frightfully common problems that could turn your clients’ life insurance dreams into nightmares.

A critical challenge for insurers: how to equip customer service agents to handle increased call volume effectively while maintaining a high level of service.

Key person insurance, or contract frustration insurance, is a crucial risk management strategy for startups that rely heavily on specific individuals for their success.

To navigate advertisements and compliance, it’s important to understand the applicable rules and regulations.

Just as our investment strategies change as we get older, so should our approach to insurance.

Recent increases in market interest rates are leading some banks to consider surrendering their bank-owned life insurance to reinvest the proceeds (net of a tax charge) in a new BOLI policy with a higher yield.

As the global workforce becomes increasingly diverse, traditional cookie-cutter benefits plans are becoming a thing of the past.

In the next few years, looming demographic challenges for both caregivers and the aging American population will pose additional complications for the cost of long-term care.

Insurance isn’t top of mind when millennials and Generation Z are considering a career path.

Retirement planning must consider the general factors that affect every retiree.

As insurers’ investments, ownership structures and products become more complex, the dynamic state system is the most effective regulator.

Long-term care coverage must be reimagined to serve the changing needs of older Americans.

When the market drops by 5%, 10%, or even 20%, the natural instinct for many investors is to reduce risk, not increase it. This reaction, while understandable, can be detrimental to long-term financial success.

Retirement saving strategies for millennials who are late getting started with investing.

This is an opportunity for you to provide comprehensive support to your clients.