How Sapiens and Armed Forces Mutual turned a single implementation into ongoing business transformation.
Read moreLPL Financial’s Joanna Kanakis explains how insurance organizations can unlock opportunities by equipping advisors to deliver more complete financial guidance.
For decades, the insurance software pendulum has swung between buy and build. It’s never been an easy decision, but at times it’s been clear there wasn’t a good solution available to buy (think about the late 1990s), or that an entire segment of the industry was buying packaged solutions (think CSC in the 1980s and 1990s, or Guidewire and Duck Creek for P&C carriers in the 2010s).
As client needs evolve, Protective is helping financial professionals tailor life insurance strategies through speed, ease, transparency and support.
As the Great Wealth Transfer reshapes the financial landscape, indexed life insurance can play a valuable role in helping clients preserve, grow and transfer wealth.
Explore innovative insurance solutions that bridge the gap between carriers and consumers for better relationships and efficiency.
The best way to prepare clients for risk is to address it head-on. Use the ART framework — Avoid, Retain, Transfer— to have a smart conversation about handling retirement income risks that sets clients at ease and empowers informed decisions to help improve retirement outcomes.
In today’s retirement landscape, success isn’t defined by offering more solutions. It comes down to how effectively you position what you already deliver and how clearly those solutions connect to what clients value most.
Knighthead Life has managed both momentum and expansion in the annuity markets, using its first year in the MYGA market to build a foundation and its entry into FIAs to show where it is headed.
Why commission management may be the most overlooked growth lever in your business.
Discover the Nasdaq-100 index and how it supports modern investment strategies with its unique methodology and transparency.
Talcott Financial Group entered the retail annuity market with a clear purpose and a proven record of providing income.
Rapid growth, rising competition, and increasing complexity define today’s annuity market, and standing still isn’t an option. But neither is change for the sake of change.
Cold calling in the insurance industry is about as popular as a root canal on a Monday morning. If you’re still dialing for dollars and hoping for the best, you’re fighting an uphill battle with one arm tied behind your back. The good news? There’s a much better way to build your agency that doesn’t involve awkward phone calls or aggressive sales tactics.
As a partner and CEO of Simplicity Group, Bruce Donaldson believes the industry is at a defining moment that demands bold ideas, smarter tools, and a renewed focus on the people at the heart of it all.
Few understand that responsibility better than Susan Ghalili, Chief Underwriter at Pacific Life, who has spent more than four decades shaping how the industry evaluates, prices, and delivers life insurance.
When a major carrier approached Bestow about transforming their final expense business, they expected efficiencies and a modest increase in policy sales.
If there was ever a case for embarking on a project with a clearly defined end in mind, it is building out your firm’s artificial intelligence (AI) capabilities within the framework of your current tech stack.
Few names carried as much weight as Ron Essary, a pioneer who forever changed the way marketing organizations partnered with financial professionals. His passing left a void, but also a legacy — one that continues to inspire Ideal Producers Group (IPG). Today, that legacy is not only preserved but propelled forward under the leadership of Karen Essary, co-founder and CEO.
Some firms chase trends. UBS builds frameworks that endure. That mindset has shaped how UBS approaches the complex world of…
