Product Portfolio

  • Mass Association of Health Underwriters Announces Benefest 2017 Mass Association of Health Underwriters Announces Benefest 2017

    15th Annual statewide convention welcomes regional and national health insurance CEOs

    The Massachusetts Association of Health Underwriters (MassAHU) announced that Benefest 2017, the 15th Annual Statewide Conference and Trade Fair, will be held on Thursday, May 4th, at the DoubleTree Hotel in Westborough, Mass. read more
  • Personal Finance: What Women Do Better Than Men Personal Finance: What Women Do Better Than Men

    New perspectives on helping women fortify their financial strengths

    When it comes to personal finance, there are some areas where women simply do it better, according to recent research from Lincoln Financial Group (NYSE: LNC). read more
  • Filling the Protection Vacuum Filling the Protection Vacuum

    Carriers Using Simplified Issue to Better Serve Consumers

    About 37.5 million U.S households have no life insurance and companies are looking to tap into that market. One way to reach those who haven’t purchased life insurance is through simplified issue products. read more
  • Enduring Enterprises Enduring Enterprises

    Eight Essential Strategies for Achieving Business Longevity

    by Jill Johnson

    Everyone who starts or leads a business dreams of passing it along to the next generation. But few are successful in making it happen. read more
  • Digital Transformation in Billing Digital Transformation in Billing

    Redefining the ‘customer journey'

    by Terry Buechner

    The word “digital” is most commonly associated with front office transformation – client-facing activities, often in the service of new business acquisition. This is for good reason, of course. read more
  • Strong March Home Sales, Low Inventory Means Tougher Market for Buyers Strong March Home Sales, Low Inventory Means Tougher Market for Buyers

    What’s impacting consumer finances?

    March launched the home-buying season with post-recession records for increasing home sales and prices and decreasing inventory, according to this month's RE/MAX National Housing Report that surveys 53 metro areas. read more
  • Right-Sizing Life Insurance Reserves Right-Sizing Life Insurance Reserves

    How USAA’s long sought after regulatory changes help improve the customer experience

    by Shawn Loftus & Sean Scaturro

    For more than a decade, USAA Life Insurance Company (USAA) has supported an effort of political and regulatory change that would make life insurance more available and affordable for its members, the men and women of the military community. read more
  • Unexpected Student Loan Burden for Older Americans Unexpected Student Loan Burden for Older Americans

    Almost Sixty Percent Say Student Loan Debt is Hindering Their Retirement Savings

    IonTuition.com, the leading education-fintech company specializing in helping borrowers monitor, manage and repay their student loans, today announced the results of a new survey that shows how student loan debt is affecting older generations. read more
  • Tax Reform a Major Concern for Small Business Tax Reform a Major Concern for Small Business

    Anger focused on Congress, partisan politics

    The National Small Business Association (NSBA) Friday released the 2017 Small Business Taxation Survey which quantifies the federal tax burden on small-business owners, and provides their opinions on various tax reform proposals. read more
  • Men Significantly More Likely to Seek Out Financial Advice Than Women Men Significantly More Likely to Seek Out Financial Advice Than Women

    Gender gap with seeking advice on retirement planning and tax matters

    To coincide with Financial Literacy Month, COUNTRY Financial has released a new study that looks at what Americans seek financial guidance around the most. read more
  • Why Do Rich Athletes Go Broke? Why Do Rich Athletes Go Broke?

    Certified Financial Planner Don Padilla Knows Why - and Wants to Help

    The average professional athlete will make more money in one season than most Americans will make in their entire lives – but many of them will blow their fortunes. read more
  • While Americans Believe Economic Stability Has Improved, Conviction in “The American Dream” Has Declined While Americans Believe Economic Stability Has Improved, Conviction in “The American Dream” Has Declined

    Financial Habits May Have Taken a Step Backwards

    While Americans feel like the country is currently on firmer financial footing today, overall confidence appears to have waned, according to new research released today by Northwestern Mutual. read more
  • The Risky Six The Risky Six

    Six Keys to Shed Fear and Take Smart Professional Risks

    Like all the knowledge and skills that people learn, fear of failure is also learned. And as you age, you gain more and more mental constraints. Those mental constraints remove creativity and replace it with yet more fear. read more