In the right hands, premium financing is a powerful tool; misused, it’s led to dozens of major lawsuits and financial losses.
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Diversity, equity and inclusion programs face backlash as many companies eliminate or revamp them.
The use of artificial intelligence is expanding rapidly, but advisors must understand how to use this tool ethically.
Insurers argue that the fiduciary rule limits choices for retirees and might make it more difficult to sell annuities and other retirement planning insurance products.
Millions of American workers enjoy secure pension funds today thanks to this regulation, which oversees private retirement plans.
A Supreme Court ruling will make it easier to challenge administrative rules and will have implications for health and property/casualty insurers.
The industry must do a better job of preparing consumers for the nonfinancial aspects of retirement.
How one advisor teaches clients to approach retirement with optimism and joy instead of fear and dread.
The nonfinancial aspects of retirement are often overlooked when planning for a client’s post-working years. Here’s how to help clients have a more complete vision of their lives after employment.
Overcoming challenges with technology and uniting underwriting professionals.
Keeping pace with rapidly evolving technology is a special challenge, especially when onboarding new employees.
Underwriting is experiencing a transformation while digital point-of-sale platforms are streamlining the purchasing process like never before.
The path to success is different for each individual. Here are the components critical to achieving your goals.
It’s not the great days that make us great; what makes us great is doing what we are supposed to do on the bad days when we want to give up.
The beginning of a new year is the perfect time to set that Big Hairy Audacious Goal for yourself and your practice. But you won’t achieve it overnight.
As amazing tech advances abound, the insurance industry has made significant strides in the past few years. But there is much more to come, according to industry-leading tech experts.
As the industry prepares for another fiduciary rule, it’s worth reviewing the exemptions that are likely to change how business is conducted.
It can bring trust, efficiency, and speed that are essential for the evolution of the insurance industry. What is the final question?
The insurance industry must embrace the transformative power of artificial intelligence while keeping a keen eye on responsible and ethical implementation.
The twists and turns in data privacy law keep insurance advisors and carriers on the edge of their seats.
