Mariner Signs On With Fidelity’s AI-Based Lead-Gen Platform
By John ManganaroCatchlight uses artificial intelligence to enrich, analyze and score leads for growth-oriented wealth management firms.
December 02, 2024
8 Ways to Raise Your Visibility Over the HolidaysWhen everyone else is taking it slow, you have a chance to shine.
November 26, 2024
Medicare Advantage Agents Should Tell Consumers About Medigap: CMSOfficials want people to understand just how narrow their window to sign up for flexible gap-filler coverage is.
November 25, 2024
Fee-Based Annuity Sales Are Heating Up: FIDx ExecScott Bowers expects recent deals to greatly expand the platform's fee- and commission-based transaction volume.
November 13, 2024
ACORD Completes New Standardized Life Insurance ApplicationThe form could help clients avoid delays and paperwork problems — if issuers adopt it.
November 12, 2024
App Uses Pill Bottles to Look Up Medicare Drug PricesThe creator of CheckRx is the 18-year-old son of two longtime Medicare advisors.
November 12, 2024
Women May Hate Life Underwriting Exams More Than Men DoFor survey participants, that was the biggest gap in life insurance purchasing preferences.
November 08, 2024
ThinkAdvisor Moves to a New Publishing SystemOur new publishing system is Brightspot.