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.
The MASTER Framework is a series of principles that separate average practitioners from those who achieve true excellence in their professional lives.
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.
Evolving regulations and AI-driven technology are colliding with major industry consolidation to fundamentally reshape the annuity landscape. These powerful shifts are transforming everything from product design to the way consumers experience retirement security.
Women stand to inherit trillions of dollars over the next two decades. Is the industry ready to give them the advice they need?
As President Donald Trump moves closer to the midpoint of his second term, the full impact of his agenda is being felt. What does it mean for advisors?
Taking time to learn about their clients’ interests and needs will reap rewards for the advisor who builds relationships.
Life insurance sales are expected to level off, while interest in annuities will be greater than ever.
Consumer behavior shifts and technological advances will drive product innovation in the coming year.
The One Big Beautiful Bill Act makes major temporary tax cuts from 2017 permanent for high earners and businesses, reshaping the relationship between federal taxation and high earners.
The Social Security program faces crucial issues including a projected trust fund shortfall by 2033, an aging population that’s reducing the worker-to-beneficiary ratio and ongoing political gridlock.
If insurers can get out of their own way, a reactive industry can transform into a proactive partner.
Indexed life insurance and annuities are some of the best-selling products on the market. That isn’t likely to change, despite some headwinds in the forecast.
Behind every policy is a story. Agents reflect on the life-changing moments that define why they do what they do — and why life insurance matters more than ever.
Is the Medicare market settling down or stirring up? Brokers await the annual enrollment period.
Annuities sales are incredibly strong, and a close look at market trends reveals yet more room to run.
Advisors turn their attention to helping younger women form good financial habits and protect what’s important to them.
Now that President Donald Trump and fellow Republicans control all levers of government, the focus is on high net worth clients
Forget cold calling and free dinners! Advisors are finding novel ways to connect with prospects and turn them into clients.
