From the Field: Expert Insights

Too many small to midsized businesses still believe their basic business interruption or cargo insurance will protect them from supply chain disruption in 2025.

Connecting with millennial and Generation Z advisors requires a different approach than what may have worked in the past.

Red teaming can be leveraged to address some of the risks associated with an insurer’s use of artificial intelligence.

Fostering more female leadership within life insurance is not merely a matter of equity.

Financial psychology explores the reasons behind our financial choices, including cognitive, social, emotional and cultural influences.

The agents who win are the ones who play the long game.

The recently passed One Big Beautiful Bill Act could impact personal finance and tax strategy.

Private credit is an alternative investment that involves providing loans to businesses outside traditional channels.

Tsunamis bring flooding that’s outside of the coverage provided by a standard homeowners policy.

For years, individual coverage health reimbursement arrangements were framed as a fallback solution for small employers who couldn’t swing traditional group coverage.

Geographic distance should no longer be a factor when choosing a financial advisor.

For businesses that rely heavily on AI, particularly those with captive insurance companies, now is the time to examine these risks and consider how captives can close a widening protection gap.

We think current conditions more closely resemble those preceding the decline of the “Nifty 50” stocks in the early 1970s.

No one wants to think about the care they might require in the no-go years of retirement, yet most of us will likely require some sort of care in our elder years.

Many investors today are looking beyond the typical mix of stocks, bonds and mutual funds.

Key issues to be aware of as you navigate the claims process and seek an insurance settlement for flood damage.

Excellent communication requires crafting an experience built on clarity, trust and a genuine human connection.

Lost business doesn’t always come from dramatic service failures.

Steady, predictable income is often what drives financial decision making for some retirees – but not all.