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From the Field: Expert Insights

From the Field: Expert Insights RSS Get our newsletter
February 5, 2026

More shopping, less switching and a new kind of buyer

While an expectation of a mass switching frenzy in the year ahead seems logical, the most relevant data says otherwise.

February 4, 2026

Indexing the industry for IULs and annuities

Clients are terrified of doing everything “right” and still running out of money.

February 4, 2026

AI in life and health: Poised for a 2026 breakthrough?

With compelling use cases emerging across the life and health sector, the age of artificial intelligence is here.

February 2, 2026

Three things winning firms are doing to recruit advisors

The competition for experienced advisors is brutal.

January 30, 2026

Winter Storm Fern signals a new reality for home insurance

Extreme weather is no longer an occasional disruption.

January 29, 2026

The case for smarter risk management

After several years of disruption, the insurance market shows signs of stabilization.

January 20, 2026

What will 2026 bring to the life/annuity markets?

Last year proved to be a strong year in both the individual life and annuity markets. What will 2026 bring?

January 19, 2026

America’s ‘confidence recession’ in retirement

Why advisors are more important than ever in helping Americans plan for retirement.

January 12, 2026

Tax implications under the One Big Beautiful Bill Act

Few pieces of legislation have sparked as much discussion as the One Big Beautiful Bill Act.

January 6, 2026

Mitigating recession-based client anxiety

Although the U.S. is not officially in a recession, many consumers are already carrying the mental baggage of planning for one.

January 5, 2026

Is home insurance the new housing crisis?

In today’s housing market, the ongoing rise in home insurance costs has introduced a new factor to the affordability equation.

January 2, 2026

OBBBA and New Year’s resolutions

The “One Big Beautiful Bill Act” didn’t just change tax rules or policy language — it changed how prospects feel.

December 31, 2025

Brokers can’t ignore these three shifts heading into 2026

Three key trends are expected to play a significant role in shaping the benefits landscape in 2026.

December 30, 2025

Structuring a successful insurance company sale

The successful sale of an insurance business starts with a strong valuation.

December 29, 2025

Implications of in-service rollovers on in-plan income adoption

In-service rollovers currently provide active employees with the ability to move funds from a defined contribution plan into an individual retirement account without needing to leave their current employment.

December 26, 2025

Maximize health insurance benefits before year’s end

Your health insurance plan likely includes other covered benefits and services you’re likely not aware of.

December 24, 2025

It’s the most accident-prone time of the year

What holiday driving trends reveal about risk, claims and coverage gaps.

December 23, 2025

Affordability pressures are reshaping pricing, products and strategy for 2026

As the U.S. insurance industry flips the calendar to 2026, affordability has shifted from a rising concern over sky-high costs to a defining industry challenge.

December 22, 2025

A new era of advisor support for caregiving

Caregiving is shaping families in a powerful way.

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