Tax policy is changing, Social Security is going up and proposed legislation would help Americans save much more for retirement. Many of these policy changes can be traced to one overarching concern: inflation.
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Advisors are finding technology makes it easier to connect with prospects and find the prospects that are just right for their practice. Here are some examples of how tech is helping fill the sales pipeline.
Every minute that an advisor spends making sure they are in strict compliance with ever-changing and tougher regulations is one less minute devoted to clients.
Insurtech startups arrived in a big way in recent years, propagated by millions of dollars in startup investment. The promise of insurtech has been to provide insurance faster and easier — and cheaper — relying on big data, more accurate risk assessment, technology such as telematics, and convenient apps.
How serving today’s older clients is different from serving their parents.
Even as Americans voice estate planning concerns, most fail to act. Life insurance could help fill the void in estate planning. Likewise, advisors say life products today are versatile enough to help with many needs, such as tax-favored planning and long-term care.
Progress is being made on improving the industry’s diversity, equity and inclusion efforts. How far have we come?
Indexed life insurance and annuity products are immensely popular. But some critics charge they are too complicated and immersed in fraud.
