November 2022

Learn how wealth advice professionals can serve clients better by incorporating new wealth-tech solutions for an integrated view of investments and insurance products.

Carriers and distributors that understand the characteristics and mindsets of today’s deferred annuity buyers can leverage this information to improve their products and services.

Employees often struggle to make sense of all their options during the brief open enrollment window. How can employers communicate clearly and effectively in this digital, self-service environment?

Consumers use the internet to shop, assess quotes, and purchase life insurance. A relevant social media presence can close the gap with procrastinating or confused consumers.

While employer focus has expanded to include non-insurance benefits, insurance benefits remain central to their overall employee benefit strategies.

In a tech-enabled industry like financial services, having the best talent will ensure a long-term competitive advantage. What do candidates want, and what strategies can companies use to attract and retain talent?