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  • Incorporating A New Digital Architecture
    Incorporating A New Digital Architecture

    Are the industry’s data systems ready for change?

    by Dheeraj Pandey and Upendra Belhe

    The Life Insurance and Annuities (L&A) industry is expected to experience steady growth in the US market. Yet the question remains whether they are ready to capitalize on this opportunity
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  • A Millennial Advisor’s Advice on Getting the Most Out of FinTech Platforms
    A Millennial Advisor’s Advice on Getting the Most Out of FinTech Platforms

    The pandemic has magnified the value technology platforms bring to both advisors and their clients, but are you fully utilizing the technological resources available to you?

    by Alex Reffett

    At the start of 2020, the COVID-19 pandemic began to reshape many professional landscapes in an accelerated timeline that few were prepared for. Industries across the globe were suddenly faced with challenges that required overnight solutions to ensure operational stability. For most, adapting and implementing new technology was not only practical but necessary.
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  • Planning And The New Demographics
    Planning And The New Demographics

    How the lessons we learned during Covid-19 can inform and define our path forward

    by Anita Grossman

    Throughout the past year, the COVID-19 pandemic has transformed nearly every aspect of our world. Seemingly overnight, we switched to a digital culture and the quirky (pets and children popping in during a Zoom call with clients) became common. Meanwhile, our friends, family and colleagues have had their lives changed in critical ways that promise to have…
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  • Planning For The Peak-65 Generation
    Planning For The Peak-65 Generation

    How will we answer to an unprecedented surge when our system is at its most vulnerable?

    by Jason Fichtner

    The greatest surge of new retirees in the nation’s history is fast approaching. In a mere three years, the U.S. will have more 65-year-olds than ever before, with more than 10,000 people turning 65 every day, a number that will increase to more than 12,000 a day until the nation reaches its “Peak 65” moment…
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  • Bridging The Financial Color Gap
    Bridging The Financial Color Gap

    How advisors can play a proactive role in education and empowerment

    by Timi Joy Jorgensen, PhD

    Studies have shown long-standing and substantial wealth disparities exist across different racial and ethnic groups, which have only been exacerbated by the impact and lasting effects of COVID-19. According to the 2019 Survey of Consumer Finances, the typical white family has eight times the wealth of the typical Black family and five times the wealth…
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  • A Conversation With David Levenson & Neil Sprackling
    A Conversation With David Levenson & Neil Sprackling

    Closing the U.S. Life Insurance Coverage Gap

    The life insurance coverage gap has been growing over the past several decades. Today, there are 102 million uninsured and underinsured Americans. David Levenson, president and CEO of LL Global and Neil Sprackling, president of Swiss Re’s Life & Health US Business, discuss current and future trends.
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  • The New Dynamic Of Life Insurance
    The New Dynamic Of Life Insurance

    Bringing relevant solutions to holistic financial planning

    by Brooks Tingle

    No matter the policy size or the complexity of a planning strategy, life insurance sits at an increasingly relevant intersection. It’s most widely known and used as an invaluable means of income preservation and can help families achieve financial and legacy planning goals across the wealth spectrum.
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  • Making The Case For Life Insurance To Your Business Clients

    Making The Case For Life Insurance To Your Business Clients


    The small business sale is often nuanced and complex

    by Ian Persaud

    Life insurance is critical contingency capital, and it’s especially important for small business owners who have employees and business partners relying on them.
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  • The New Approaches To Identifying, Underwriting and Managing Risk
    The New Approaches To Identifying, Underwriting and Managing Risk

    How data and cloud systems can simplify insurance processes

    by Jason T. Andrew

    How data and cloud systems can simplify insurance processes by Jason T. Andrew Mr. Andrew is president of Fineos in North America, a global software company providing modern customer-centric core software to the Employee Benefits and Life, Accident and Health industry. Visit www.fineos.com. In the past year, there has been more discussion about digital transformation…
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  • Up In The Clouds
    Up In The Clouds

    How AI will improve the insurance industry

    by Paul Ford

    The history of insurance dates back to the ancient world and was used by merchants to limit the loss of goods being transported across treacherous waters. Around 600 B.C. the Greeks and Romans formed the first recorded life and health insurance policies which were managed by benevolent societies to care for the families of deceased…
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  • Answering Covid’s Wake-Up Call
    Answering Covid’s Wake-Up Call

    A year later: How the pandemic has impacted the retirement planning landscape

    by Kelly LaVigne

    The COVID-19 pandemic has been front and center for over a year now, and while the full scope of its economic, health and social impacts won’t be known for some time, it’s clear that many people’s finances and retirements have been severely compromised – perhaps even more so than from the Great Recession in 2007-2009.
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  • Managing A Mobile Workforce
    Managing A Mobile Workforce

    How the benefits portfolio is key to boosting employee retention

    by Mark West

    Looking back one year since the start of the COVID-19 pandemic in the U.S., business owners are reflecting on the biggest challenges they faced and how they might continue to overcome them, as the nation moves toward recovery.
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  • Making Life Insurance Work Today
    Making Life Insurance Work Today

    A new and radical approach to risk assessment

    by Heather Majewski and Shelly Habecker

    Modern middle Americans are looking for ways to keep off the extra pounds, pay the bills as they age, and stay safe during a pandemic where so much of life has moved to the virtual realm.
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