Best practices for identifying compliance risks
Compliance incident management involves identifying, evaluating and mitigating incidents that might constitute breaches of laws, regulations or company policies.
From the Field: Expert Insights
Help parents of special-needs children plan for their financial future
Parents of a child with special needs are haunted by one question: “Who will take care of my child when I’m gone?”
The 1960s – the decade and the workers who were born in it
The unique intersection of a decade, an age bracket and the value they bring to organizations.
What to include in a digital estate plan
What does this mean when it comes to estate planning and what information should we include for the loved ones we’ll leave behind?
How insurance companies can speak their customers’ language
Language barriers make it difficult for people with limited English proficiency to file claims.
Strategic philanthropy: A look at charitable lead annuity trusts
The CLAT provides a structured framework to craft a narrative of purposeful philanthropy.
Help women retire with confidence and dignity
Women face a multitude of obstacles that require a tailored approach to retirement planning.
Insuring the future: Why agility is key in a changing climate
The climate crisis is intensifying insurance risks, and carriers must adapt an agile approach to risk management.
Commentary: NAIC should not allow Europe to write our insurance rules
NAIC shouldn’t allow European or other foreign regulators to regulate our insurance markets through the back door.
Empowering Gen Z with financial literacy
Generation Z knows they need to prioritize their financial well-being but many of this age cohort don’t know where to start.
Expanding cost-effective health care options for all employees
Health solutions – including telehealth, flexible spending accounts and wellness programs – go a long way in ensuring a productive workforce.
Insurers should review their tax-exempt holdings
Insurance companies have been allocating away from tax-exempt bonds in response to lower corporate tax rates and rich tax-exempt valuations.
The Francis Scott Key Bridge collapse: Questioning public liability
Beyond the immediate costs of recovery efforts and infrastructure repair, the collapse raises crucial questions about public liability and the broader economic implications for Baltimore.
Harnessing conversational AI: A game-changer for advisors
Conversational AI will change the way advisors interact with clients – are you ready?
How can the industry inspire the next generation of women in insurance?
By mentoring, fostering open dialogue, and driving advancements in the industry, we can cultivate a culture of innovation and continuous improvement.
Commentary: Another view of Biden’s prescription drug cost initiative
Prescription drugs must be made more affordable but there are unintended implications of enforcing government price setting.
Financial downsizing for a more comfortable retirement
Downsizing in later years is more than about moving to a smaller home.
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.
