May-June 2025

Fans tend to remain loyal to their teams and share their enthusiasm generationally. It’s that ability to build a relationship driven by loyalty that separates you from the AI alternatives popping up, chatbots that advise them based on an algorithm. Continue reading...

We often hear companies talk about rewarding loyalty. As leaders, our reality is that loyalty is the reward we get from employees for fostering an environment where they can thrive, have an impact and achieve their goals! Continue reading...

Loyalty isn’t built overnight, but when it’s earned, it lasts. Advisors who stay consistently engaged and develop holistic plans for their clients benefit from deeper relationships and have greater assets under management. Continue reading...

What if clients could fund an innovative insurance strategy without liquidating assets, taking on debt, or disrupting their portfolios? Today, new innovative solutions redefine home equity from being a last resort funding source to a proactive planning tool. Continue reading...

The individual life underwriting landscape is evolving rapidly, driven by technological advances and customer expectations for a faster, less invasive buying experience. Continue reading...

Americans who are not yet in retirement are very concerned about whether their savings will last throughout retirement, especially with rising health care costs and inflation. Continue reading...

As clients approach their 50s, preparing for retirement becomes more crucial than ever; annuities can play an important role by offering reliable income streams and risk management. With 42 different types available, annuities provide flexible solutions that help balance liquidity, growth and stability. Continue reading...

A noteworthy trend in the specialty distribution merger and acquisition (M&A) market is the growing buyer demand for life and health distributors, with an increasing number of buyers driving heightened acquisition activity of BGAs, GAs, IMOs, FMOs and MGUs. Continue reading...