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Preparing For Your Passing
How your clients can make smart financial decisions for difficult circumstances
by Ellen Klein
Death may be an uncomfortable subject, but it’s one of the only guarantees in life. As unsettling as it may be, it’s important to prepare for it financially, for your benefit and those left behind.
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Big Data Creates Big Opportunities For Your Business
Regardless of size, any enterprise can leverage the power of numbers
by Jill J. Johnson, MBA
Big data is critical to business success because it provides leadership with important insights and information. Large enterprises use sophisticated systems to track data and often have internal analysts on their team to crunch their numbers. Or, they hire outside experts to do it for them.
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(COVID) Crisis Management
How advisors can prepare their clients for a long and slow recovery
by Basam Malik
In July, The Wall Street Journal published its monthly Economic Forecasting Survey, an important temperature check for the United States economy. Of the 60 U.S. economists polled, a vast majority believed that the economic recovery would take a “Nike swoosh” shape, indicating a sharp drop followed by a long and slow recovery period.
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Financial Wellness in the Workplace
Employers take a more holistic approach to worker wellness
by Eric Reisenwitz
Companies are working hard to implement safeguarding measures, install barriers, and sanitize equipment to protect the health and safety of their employees.
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Pandemic Planning: Accelerating the Inevitable
Can we significantly shrink the protection gap?
by Chris Behling
The COVID-19 pandemic created a confluence of events. Consumers have become more aware of their need for protection, while at the same time, circumstances have pushed life insurers and agents to adopt new approaches to sales and underwriting.
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The New Age Of Responsible Investing
How advisors are holistically adapting multi-asset portfolios to a changing ESG landscape
by Abdur Nimeri, Ph.D.
As the coronavirus pandemic forces governments and health care professionals to address several social-economic issues, investors are evaluating how they can make changes here and there.
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A Conversation With Gina Birchall
Embracing Life
by P. E. Kelley
September is Life Insurance Awareness Month, the embodiment of a strategic effort by numerous industry constituencies to provide a sharper focus on the importance and immutable efficacy of our life insurance products.
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Wired For Success
Eight Ways to successfully manage a remote team
by Jeff Swett
Face-to-face interaction has always been an important part of American culture and other cultures around the world. Handshakes, hugs, eye contact, facial expressions and other visual cues are all critical to understanding people, forming opinions, interpreting situations and establishing a strong EQ.
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Measuring Productivity In The New Virtual & Hybrid Workspaces
How COVID-19 may validate, and redefine, the power of social connectivity
An international Boston Consulting Group (BCG) survey on employee sentiment reveals that productivity can be maintained surprisingly well in a virtual or hybrid work setting, according to a new BCG article, What 12,000 Employees Have to Say About the Future of Remote Work.
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Economic Rumblings Around the Life Insurance Industry
Actuaries know a few things about measuring the impacts of pandemics too
by Dr. Tomas P. McFie
It has been interesting to hear the speculative talk about the long-term effects of COVID-19 on the stability of life insurance companies. Even the Federal Reserve has stepped into the fray with worries about what the future might look like for policyholders.
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Selling Health Insurance In A COVID Environment
The top four quoting & underwriting integrations for group carriers
by Garrett Viggers
In a perfect world, there are many integrations that could truly streamline group quoting and underwriting workflows within the internal carrier ecosystem as well as the external group market ecosystem. It’s also becoming more clear that the results of COVID-19 and these pressures will eventually lead to more demand for selling online, enrolling online, and…
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Evaluating Today’s ‘Safe Money’ for Clients
Now, annuities can provide a more stable investment in lieu of bonds
by John Williams
We're all aware of the recent economic uncertainty, but many people may not understand how it is impacting the investment landscape. In particular, the bond market has had many shifts in recent months, raising questions about its stability with many people.
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Advancing Racial Equity and Diversity in Wealth Management
It’s no surprise that clients gravitate toward advisors who are like themselves
by Connie Lindsey & Laura Hanichak Gregg
The recent worldwide protests for racial justice have encouraged many of us to consider what role we can play in breaking the cycle of systemic racism. As professionals in the financial services industry, we recognize the unique biases and opportunity gaps in our own field and offer advice to our clients and colleagues looking to…
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