Financial downsizing for a more comfortable retirement
Downsizing in later years is more than about moving to a smaller home.
From the Field: Expert Insights
Carriers must act now to tackle alarming rise in hailstorm losses
Hailstorm losses are on the rise, and that is putting pressure on insurers to pay out increasingly higher claims.
How social media makes client acquisition smarter and cheaper
Social media such as Instagram and LinkedIn enables advisors to target their ideal clients in an efficient and cost-effective manner.
Estate planning and life insurance for the 99%
Estate planning and life insurance are not just for the ultra-wealthy.
Driving into the future: Navigating the evolution of auto insurance
Auto insurance is about to undergo a major transformation as artificial intelligence reshapes consumers’ relationship with their coverage.
Let’s help jumpstart educators’ financial strategies
Educators across the nation are focusing on the second half of the school year, and it’s a good time for financial professionals to find ways to help these educators build a sound retirement strategy.
#FinanceTok: Leveraging social media challenges for financial education
#FinanceTok is a burgeoning movement where users share, learn and engage with financial education through short, impactful videos.
Insurers look to AI in the face of unprecedented challenges
The triple threat of increased claims severity and frequency, inflation and labor shortages continue to challenge insurers.
The insurance industry hits a perfect storm in finding talent
It’s 2024, and the insurance industry’s struggle with finding great talent continues.
Planning for end-of-life expenses amid soaring costs
There’s a critical aspect of financial planning that often doesn’t receive the attention it warrants until it’s too late: the cost of dying.
Finding success in the HNW personal lines market
Many independent insurance agents find entering the high net worth personal lines sector appealing but often are unsure how to initiate this transition.
(What’s so funny ‘bout) embracing the future with women, wealth and understanding?
A significant trend is emerging: the increasing financial influence women are having in the market.
How AI and information tech are disrupting life insurance advisors
In recent years, robo-advisors and AI-powered algorithms have grown in popularity because they provide automated investment advice and portfolio management at a cheaper cost.
Harnessing AI to combat fraud, waste and abuse
Health care fraud, waste and abuse – also known as FWA – has reached epic proportions.
What insurers need in order to win in 2024
Insurers that focus on customer experience, enabled by advanced digital technologies, will win in 2024.
Life settlements and taxes: Navigating the complexities
Questions about the taxation of life insurance settlements often arise during the tax preparation season.
Financial advisors must navigate ethics and tax implications in planning
Financial advisors must incorporate tax professional guidance in comprehensive financial planning.
