December 2023
Featured Articles
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As products, consumer sentiment, regulator changes, cybersecurity, and more continue to impact financial services, what will 2024 look like? Continue reading…
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Innovation in healthcare, medicine, and technology are fueling opportunities for the life insurance industry to enhance business performance by positively impacting clients’ health and lifespan. Continue reading…
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Tracy Lownsberry shares how he has had positive changes to his business due to his focus on the important link between adaptability and success. Continue reading…
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Whether working with clients or supporting others in this profession requires staying current and relevant. Continue reading…
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No amount of blogs, whitepapers, or social media posts can replace this in-person, human-to-human relationship building. But how do you fill the seats? Continue reading…
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The need to embrace AI is not merely a strategic move for agencies, it signifies a critical juncture for every producer and agency to navigate the evolving landscape. Continue reading…
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If you take an inefficient advisor and ask them to grow their business without addressing their historical issues you could be applying more downward pressure. Continue reading…
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5 advanced planning predictions for 2024 and success with techniques centered on incorporating flexibility. Continue reading…
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Many legal experts contend that proposed changes violate the same arguments that caused the last version to be overturned by the courts. Continue reading…
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David was, and will remain, an icon in this business, and he earned the utmost respect from an entire industry. -Dedication from Bill Shelow. Continue reading…