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How life’s milestones can play a role in selling financial services

April 15, 2025 Top Stories No comments.
Photo illustration showing a couple getting married. How-lifes-milestones-can-play-a-role-in-selling-financial-services.

Three experts offer some helpful hints on how financial professionals can make the most of their client’s life milestones.

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April 8, 2025
Illustration of tailors working on a working persons outfit, but cutting the pockets out of it. Entitlement-programs-will-survive,-but-at-a-cost,-experts-say.

Entitlement programs will survive, but likely at a cost, experts say

Experts say, despite fears, entitlement programs –Social Security, Medicaid and Medicare – will survive largely intact, but likely at a cost.

InsuranceNewsNet and Salt Financial Announce Partnership to Empower Insurance and Financial Professionals

February 10, 2025

Camp Hill, PA — February 10, 2025 — InsuranceNewsNet (INN), the premier source for comprehensive news, insights, and education for…

Mitigate Tax Risks and Streamline the Sales Process

December 1, 2024

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.

Looking Forward to a Bright 2025

December 1, 2024

Increased customer awareness and digital transformation drive a positive outlook for the term life insurance industry.

Redhawk Wealth Advisors: Leading the Way in Balancing Market Growth and Risk Mitigation

December 1, 2024

As Dan Hunt, CEO of Redhawk Wealth Advisors, aptly puts it, “Everyone wants to avoid missing the next boat as long as it’s not the Titanic.”

The Future of Digital Transformation in Life Insurance: How cloud technologies are leading the way

November 1, 2024

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.

What’s the cost of waiting 10 years?

October 1, 2024

Understanding the cost of inaction can be an eye-opening insight for clients preparing to retire.

The Power of a Fully Integrated Life Insurance Platform: Continental General and Sapiens

September 1, 2024

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.

Deliver value and peace of mind through digital transformation

September 1, 2024

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.

Annexus and John Hancock: A Groundbreaking Collaboration

August 1, 2024

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.

A New Wave of Investors Is Here: Meet Gen Z

July 1, 2024

Baby Boomers, Gen X, Millennials, and now … Gen Z. All four of these generations are defined by their unique preferences and expectations.

Faster, easier, and seamless: What’s next at Foresters Financial

July 1, 2024

What does a successful 150-year-old fraternal life insurance company do for a next chapter? It does what it’s always done — it focuses on what’s next.

Annexus & John Hancock Join Forces on Launch of New John Hancock Indexed Universal Life Insurance Solution

June 5, 2024

Collaboration Will Expand John Hancock’s Portfolio of Indexed Account Offerings and Reach a Wider Market Scottsdale, Arizona, June 5, 2024…

Leading the charge in retirement security: Ibexis’ commitment to excellence and innovation redefines industry standards

June 1, 2024

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.

Tax Armageddon Is Coming, but You and Your Clients Can Come Out on Top

May 1, 2024

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.

The importance of longevity literacy—and managing the risks—in retirement

May 1, 2024

We polled financial professionals and retirement investors to provide new information and uncover new insights on retirement planning opportunities related to longevity risk.

The Virtual Advisor: How to Use Digital Tools to Better Serve Your Clients

May 1, 2024

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.

Mastering the Evolving Medicare Supplement Landscape: Insights and Strategies for Brokers

April 1, 2024

In the ever-evolving world of Medicare, it’s paramount that we stay ahead of the curve to provide the best possible solutions for our clients.

Targeting underinsured women consumers is good business and good for the community

March 1, 2024

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.

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