A dynamic duo — Judith and Simone Lee
Judith Lee is living her American dream while her daughter Simone is helping her build a practice dedicated to serving those who are building their own dreams.
InsuranceNewsNet Magazine
Creating the Preeminent Partnership — With Simplicity’s Bruce Donaldson
The genie is out of the bottle when it comes to the marriage of protection and accumulation in providing true holistic financial planning, says Bruce Donaldson, partner and CEO of the Simplicity Group, a leading financial products distribution firm.
FRDs: The money must go somewhere
The need for guaranteed lifetime income is fueling interest in annuity sales.
Transferring generational wealth involves more than financial assets
Family dynamics, philanthropic goals and the family’s legacy all play a part.
Holistic financial planning is the way forward
Thoughts on building a new future by looking ahead.
When LTC planning takes an unexpected turn
How to consider alternative options for clients with adverse health conditions.
Pros and Cons of AI in the industry
Despite its relatively recent appearance on the scene, artificial intelligence has become one of the most transformative technologies of the 21st century.
Crisis to creativity: Evolving to meet needs of millennials and Gen Z
Life insurance must shake off its reputation as death insurance.
Peak 65 to fuel digital boom in annuities
The numbers of people hitting this critical age could be the catalyst to boost annuity sales even further.
50 years of ERISA: A look back at its roots
Millions of American workers enjoy secure pension funds today thanks to this regulation, which oversees private retirement plans.
ICHRAs: A choice for small employers
Individual coverage health reimbursement arrangements represent a sliver of the group health market, but that segment is poised for growth.
Navigating the unknown tax terrain
Providing advice on taxes can open new doors for advisors.
Insurers, regulators race to harness power of AI
Most insurers agree that artificial intelligence will change the industry. The details, and the accompanying regulation, are still being worked out.
Indexing the market: Driving life, annuity sales
Indexed products are leading the way in the life insurance and annuity space. But critics continue to complain about misleading illustrations and complex products. Where do we go from here?
From office helper to wealth firm president — With Elizabeth Dipp Metzger
Before she became New York Life’s highest-producing Latina advisor, Elizabeth Dipp Metzger was a young mother helping her husband sell insurance.
An incredible ride — With Integrity CEO Bryan Adams
Bryan Adams’ path took him from funeral homes and folding shirts to heading an industry juggernaut, Integrity Marketing Group.
What the end of the Chevron deference could mean for insurers
A Supreme Court ruling will make it easier to challenge administrative rules and will have implications for health and property/casualty insurers.
What Medicare clients are asking during open enrollment
Clients are concerned about out-of-pocket costs and networks as advisors gear up for a new enrollment season.
Emotional intelligence is a sought-after skill for advisors
Advisors must ensure their clients feel that their needs are heard and supported.
