Making insurance easy has never been harder
Insurance has digitized many processes without actually redesigning the experience.
From the Field: Expert Insights
Quoting a new-venture motor carrier
A five-point checklist for agents.
The first 5 years of your career could determine the next 50
Wealth is determined by the habits you acquire during your early working years.
Time to revisit your clients’ life insurance coverage
Our value as advisors often lies in keeping an open line of communication year after year.
Boomers: You gotta fight for your right to prepare
The four questions to help form a plan for aging independently.
The post-AEP growth strategy every Medicare agent should know
Instead of waiting until January to begin prospecting, successful agents start planting the seeds now.
3 paths for employers to retain GLP-1 coverage in 2027
As more insurers limit GLP-1 coverage to patients for weight loss only, employers are searching for ways to preserve access for weight loss alone.
Your clients’ policies haven’t caught up with AI attacks
Ask what stops an attack, not what sees one.
Rising healthcare costs force employers to rethink coverage strategies
As employers begin to evaluate benefit plans for 2027, many confront a difficult challenge.
The lettuce recall: A case study for insurers and their clients
The recent Taylor Farms/Taco Bell lettuce recall is a case study about the tremendous risk for insurers when supply chains aren’t recall-ready.
The next phase of life insurance investing
Investment strategy may become an increasingly important differentiator for life and annuity insurers.
Protecting client data in the age of AI
AI will undoubtedly create new opportunities and efficiencies, but innovation should not come at the expense of privacy.
Overcoming the AI trust gap
What happens when a client receives an AI-influenced decision and wants to know why?
Why life insurance riders aren’t solving the LTC crisis
True long-term care protection is designed around the realities of aging, not as an add-on to a life insurance policy.
Keep the transcript; Don’t delete the audio
The transcript is worth having on its own merits, and that’s the part most Medicare agents will skip past.
Is financial security possible in the longevity economy?
The industry has the tools it needs. What’s missing is the roadmap for how to use them.
The cost of ignoring long-term care
Why agents can’t afford to stay silent.
When technology becomes easy to rent, what still separates life and annuity carriers?
If you are not a leader in the AI race, what makes you stand out?
Young and insured? You could still face thousands in medical bills
It only takes one unexpected injury or illness to derail your financial plans.
