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Leading the Way: Simplicity’s Playbook for Success

December 1, 2025 INN Blog No comments.

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.

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Pacific Life’s Bold Underwriting Innovation Raises the Bar for Life Insurers

December 1, 2025

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.

How Bestow Helped a Top-10 Carrier Grow Final Expense Sales 200% Year-Over-Year

December 1, 2025

When a major carrier approached Bestow about transforming their final expense business, they expected efficiencies and a modest increase in policy sales.

The Why of AI: How to unlock this technology’s potential for your company

November 1, 2025

 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.

Carrying the Torch: Karen Essary Leads Ideal Producers Group into a Bold New Era

November 1, 2025

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.

Built to endure: UBS Redefines Volatility Control with Purpose

October 1, 2025

Some firms chase trends. UBS builds frameworks that endure. That mindset has shaped how UBS approaches the complex world of…

The Innovation Company: How Quility Is Reinventing the Business of Protection

October 1, 2025

With agent-driven insurtech, a direct-to-consumer platform, and a passion for making protection accessible, Quility is reshaping the life insurance experience.

Introducing the Nasdaq-100 Intraday Elite 15%™ Index: A Smarter Way to Track the New Economy

October 1, 2025

In an era where volatility is the new normal and speed is synonymous with strategy, the launch of the Nasdaq-100 Intraday Elite 15% Index marks a significant step forward for the insurance and annuity space.

Getting Clients to Act on the Long-Term Care Conversation

September 1, 2025

An effective plan will educate clients as to what the three major planning behaviors are in response to long-term care costs. Just lay out honestly how people act. Then they can see where they fall on the list.

Protective’s Term Life Stands the Test of Time

September 1, 2025

Protective blends time-tested values with modern tools to redefine the term life experience through speed, simplicity, and service without losing sight of its core mission.

Trust and Tech in Tandem

September 1, 2025

In a life insurance market hungry for innovation yet steeped in tradition, Trusted Fraternal Life is proving that you don’t have to choose between the two.

The Power of Focus: A Smarter Approach to Annuities

June 1, 2025

By focusing on what matters—product, distribution, and process—Ibexis is delivering speed, simplicity, and value like never before.

April 15, 2025
Photo illustration showing a couple getting married. How-lifes-milestones-can-play-a-role-in-selling-financial-services.

How life’s 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.

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.

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