In today’s financial landscape, optimizing income strategies for tax-deferred accounts is more crucial than ever. With rising national debt and escalating tax rates, financial professionals must leverage efficient tax mitigants to help clients navigate retirement planning.
The life insurance industry is transforming to keep pace with today’s digital era. Cloud technology Is central to the industry’s evolution — driving Innovation and operational efficiency. But while the industry’s excitement is presently over the potential of artificial intelligence, it’s essential to recognize that life Insurers must modernize their environments to utilize AI effectively.
CG has partnered with Sapiens, a leading global provider of software solutions for the insurance industry, to leverage a fully integrated life insurance platform and expand its TPA services.
As leaders in the life insurance space, we have the power to harness this change to shape the future of the industry — and with imagination we can plan above and beyond our consumers’ needs.
The financial services industry continues to buzz with excitement after Annexus and John Hancock announced their first-ever collaboration in June: John Hancock’s Protection indexed universal life insurance (PIUL) with access to Annexus’ cutting-edge indices.
In this conversation with Nate Gemmiti, CEO of Ibexis, we explore how the company is disrupting the industry after launching its first annuity as Ibexis just two years ago.
It’s easy to be distracted by all that is going on both in the financial world and elsewhere. But amid these distractions, it’s crucial not to overlook the looming deadline for tax changes.
We polled financial professionals and retirement investors to provide new information and uncover new insights on retirement planning opportunities related to longevity risk.
In a world where everyone lives on their digital devices, offering virtual services has become not only the norm but an expectation, even in traditionally high-touch industries like financial services.
Women who gain the tools to establish financial security often become a driving force for positive change. And with values-based insurance solutions from Royal Neighbors of America, one of the nation’s largest women-led life insurers, you can be the catalyst for this transformation.