The average consumer has saved $141,000 for their retirement and is likely going to live in retirement for 18 years. How will those economics cover a long-term care event?
The future is under no obligation to go along with your clients’ lack of plans and the end of 2022 brings with it some unique opportunities for your clients and for you.
If clients have to make a phone call, navigate a menu and sit on hold to file a claim, their overall experience will suffer and they won’t be happy.
Federal law requires group health plans to cover mental health and substance abuse benefits like medical and surgical benefits, but many aren’t in compliance. Here are four action steps for plan sponsors to respond.
Policyholders are quickly finding that traditional cyber insurance offerings are not equipped to match the complexity of today’s cyber threat landscape.
Smart auto insurance marketers are boosting their return on investment by augmenting their traditional data targeting strategies with telematics data, and using audience targeting to reach the best prospects for their business.
In-depth analyses of vehicle data, images and driver histories can help carriers develop customized policies.
This new law’s provisions — along with the forthcoming sunset of the gift tax exemption levels that were part of the 2017 tax reform law — make this an attractive time for high net worth clients to consider making large gifts.
An experience that impacts carriers and colleagues, as well as clients, creates maximum growth.
More than half of surveyed small-businesses owners indicated that they do not have basic insurance protection for their small business.
Ways to give clients peace of mind without paying a high price.
With the burden and stress of frequent moves and time apart while military members protect our national security, many military couples neglect their personal security when it comes to their financial future and retirement planning.
More companies are offering this, and it could be the right choice for many consumers.
All life insurance carriers are aware of the consumer’s demand for digital-first experiences, but not every carrier has been able to meet that demand.
Best practices for developing a data-driven approach to improve talent management and drive organic business growth.
Although the Social Security and Medicare changes for 2023 are the exception rather than the rule, they are a welcome opportunity for financial professionals to engage with clients around the long-term trajectory of these expenses and add value by developing savings plans that ensure this critical need is met.
A breast cancer diagnosis doesn’t automatically disqualify someone from obtaining life insurance. But there are several factors to consider.
Here are some fraudulent schemes that target insurance professionals and could compromise privileged information.
Clients are looking for stability through their financial plans.