From the Field: Expert Insights

Social media such as Instagram and LinkedIn enables advisors to target their ideal clients in an efficient and cost-effective manner.

Estate planning and life insurance are not just for the ultra-wealthy.

Auto insurance is about to undergo a major transformation as artificial intelligence reshapes consumers’ relationship with their coverage.

Educators across the nation are focusing on the second half of the school year, and it’s a good time for financial professionals to find ways to help these educators build a sound retirement strategy.

#FinanceTok is a burgeoning movement where users share, learn and engage with financial education through short, impactful videos.

The triple threat of increased claims severity and frequency, inflation and labor shortages continue to challenge insurers.

It’s 2024, and the insurance industry’s struggle with finding great talent continues.

There’s a critical aspect of financial planning that often doesn’t receive the attention it warrants until it’s too late: the cost of dying.

Many independent insurance agents find entering the high net worth personal lines sector appealing but often are unsure how to initiate this transition.

A significant trend is emerging: the increasing financial influence women are having in the market.

In recent years, robo-advisors and AI-powered algorithms have grown in popularity because they provide automated investment advice and portfolio management at a cheaper cost.

Health care fraud, waste and abuse – also known as FWA – has reached epic proportions.

Insurers that focus on customer experience, enabled by advanced digital technologies, will win in 2024.

Questions about the taxation of life insurance settlements often arise during the tax preparation season.

Financial advisors must incorporate tax professional guidance in comprehensive financial planning.

Walmart announced it is raising its managers’ pay significantly. Maybe those managers need financial advice?

As the Food and Drug Administration’s approval pipeline becomes increasingly populated by specialty drugs, it’s critical for all employers to explore medical rebate opportunities, where they can, to mitigate costs. 

As artificial intelligence adoption continues to surge, 2024 is poised to see significant strategic shifts in how insurance companies leverage this technology.

Life insurers must take note of changing demographics by offering new solutions for new generations.