As insurers invest in automation and generative AI, routine administrative work is expected to decline. Experts say human judgment, compliance expertise and customer relationships will remain essential to the industry’s future.
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Marketed to high earners as a powerful, tax-free vehicle for building retirement wealth, indexed universal life insurance now faces intense scrutiny over hidden fees and complex structures.
John Nichols knows that no one achieves success alone; it takes mentorship to survive and thrive in a business that’s tough to break into.
After an eight-year NFL career, Patrick Crayton is tackling the entrepreneurial world by launching his own Farmers Insurance agency from the ground up in Carrollton, Texas.
Being independent enhances the producer’s ability to respond quickly to client needs and emerging market trends.
The industry must combine innovative technology with trusted professional guidance and a renewed commitment to consumer education.
Technology can’t replace a personal connection with someone you trust.
Artificial intelligence is replacing traditional search engines as the main tool for consumers to find a provider’s website.
Advisors can help clients build resilient plans that can withstand changing economic and policy conditions.
September is the month when everything ramps up after the lazy days of summer. Vacation time is over. School is in full swing. People get serious about their work after three months of saying, “Let’s circle back after Labor Day.”
The increase in crowdfunding to cover final expenses reveals why planning is crucial.
An accessible client document delivers its full information to any reader, regardless of how they perceive, navigate or process content.
The MASTER Framework is a series of principles that separate average practitioners from those who achieve true excellence in their professional lives.
The annuity income gap arises when income, growth, risk and flexibility must work together.
Younger generations aren’t resistant to financial planning. They’re redefining what they want it to deliver.
Supplemental health insurance gives employers a way to preserve affordability in the core medical plan while also making that plan more usable in real life.
Vanishing commissions and complicated rules make it challenging for advisors to survive in this market. Here’s how they continue to serve clients amid a changing environment.
John Terry earned black belts in five different martial arts systems. But he said earning the black belt is about more than kicking and punching; it’s a lifestyle in which you try to live each day by doing better than you did the day before.
Philmon Lee grew up tagging along as his father made music. Now he is making his own musical dreams come true, thanks to a recent run on “American Idol.”
The implications for benefits brokers are immediate and significant.
