December 2023

As products, consumer sentiment, regulator changes, cybersecurity, and more continue to impact financial services, what will 2024 look like? Continue reading…

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…

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…

Whether working with clients or supporting others in this profession requires staying current and relevant. Continue reading…

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…

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…

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…

5 advanced planning predictions for 2024 and success with techniques centered on incorporating flexibility. Continue reading…

Many legal experts contend that proposed changes violate the same arguments that caused the last version to be overturned by the courts. Continue reading…

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…