Using behavioral economics in underwriting
By Lizzy LubczanskiIn underwriting, the ability to obtain accurate health information from an applicant is paramount. Using behavioral economics helps.
August 14, 2015
Investing is hard—it's harder if you're stupidHordes of behavioral researchers have gone out of their way to show just how inexpert the investing public really is.
August 13, 2015
Transgender clients and disability insuranceInsurers are starting to think about the underwriting issues.
August 12, 2015
What it means to be a multigenerational advisorAccording to one expert, "what, why and how" are the three keys to being a successful multigenerational advisor.
August 12, 2015
Financial Planning: Great Tool, Bad ProductAUM or flat fees? In the end, a client's financial security is attained by growing investment portfolios, not by the plan itself.
August 12, 2015
How to lead smarterHow carefully do you decide where to invest the most scarce resource you have your own time and energy?
August 12, 2015
How to lead smarterHow carefully do you decide where to invest the most scarce resource you have your own time and energy?
August 11, 2015
Voluntary benefits, part 2: Capturing the opportunity with large group clientsFor today's large employers, core benefits and voluntary benefits are now seen as one entity rather than two separate categories.
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