Growing Life and Annuity Distributor Seeks 'PhDs'
By Allison BellFor Jamie Prickett, Experior's chief executive, it's not doctorates but "poor, hungry and driven" agents who drive sales.
January 24, 2024
Happy Advisors Are Part of Something Bigger: Tim GerendNorthwestern Mutual's chief distribution officer discussed how he's working to attract great advisors.
January 23, 2024
Medicare Enrollees With Drug-Plan Problems Get a Do-OverClients unhappy with their coverage might not know they can switch plans right now, eHealth's Bob Rees says.
January 22, 2024
Even the Ultra-Wealthy Have Holes in Their Safety NetsCheckups can focus on planning objectives, policy verification and any changes in health or lifestyle.
January 18, 2024
New Life and Annuity Deals Bring Wellness Into FoldA Capgemini consultant expects insurers to buy firms that help people live longer with "all-inclusive lifestyle" strategies.
December 29, 2023
AI Could Keep the Life Underwriting Gears Moving: Brooke VemuriThe vice president at Legal & General America sees more variation in how insurers assess applicants.
December 26, 2023
Freeze an Asset's Value With an Installment Sale: Tax LawyerWhen done right, these transactions "can produce eye-popping transfer tax savings," CBS Brokerage exec Jack Elder says.
December 26, 2023
Help Kids Save for All Possible Futures: Fabric CEOAdam Erlebacher, CEO of Fabric by Gerber Life, has a retro idea for giving parents more planning options.