From the Field: Expert Insights

Whether you’re an independent broker or a captive agent, you may have more leverage than you think with the insurers with which you’re aligned.

Social Security was never intended to be the only source of income after retirement.

Investing in the right product technology is crucial for insurers to maintain compliance while also adapting quickly to regulatory changes.

Amazon has influenced nearly all our transactions – including shopping for insurance.

By Irene Stolte Clients from different generations and upbringings walk through my office doors every day. Some days, I meet…

Insurers must adapt and evolve to meet policyholder’s changing needs and expectations.

Despite its numerous benefits, the Roth IRA comes with specific rules that can be confusing and are often interpreted incorrectly.

The auto insurance industry is leveraging advanced data, analytics and data scoring to create more affordable, fair and personalized insurance packages.

Illinois Department of Insurance banned short-term limited duration health plans as of Jan. 1, 2025.

What New York State’s final insurance circular Letter on consumer data and AI-infused insurance underwriting and pricing tells insurers.

U.S. deficits loom, and while that is a long-term consideration, we do not expect it to discourage insurers from adding to their fixed income exposure in the near-term.

Conning sees life/annuity insurers continue to reach for yield through illiquid assets, such as mortgages and private placements.

Artificial intelligence is transforming the customer experience.

For many people, purchasing their first car and purchasing a life insurance policy are two major milestones on the road to adulthood.

Once you’ve got the knowledge and presentation skills down and are ready to take those skills to the next level, you need to determine how you best teach.

Non-Medicare clients won’t be impacted by the law. But can prices in one sector make waves in another?

Private placement life insurance has emerged as a strategic tool for affluent individuals and families.

Not all Medicare Part D beneficiaries will benefit equally from drug price negotiations.

The CrowdStrike cyber event is another example of how clients depend on their advisors for calm and reason.