November-December 2024

We have seen an evolution in the insurance profession with a recent explosion of product choices better suited to meet individual needs. Continue reading...

Assessing the health of your company, practice, or book of business requires more than crunching the numbers that fall to your bottom line. Continue reading...

It is estimated that 80 to 90% of small business owners have most of their net worth tied up in their business. However, only 34% of surveyed business owners said they had a robust, documented and communicated succession plan. Continue reading...

There is nothing more deceptive than an obvious fact, such as how a carefully targeted market segment and their purchasing priorities are imperative to success but often misinterpreted or overlooked. Continue reading...

Setting aside workday hours to participate in corporate volunteering events can enhance morale, encourage collaboration, and help build project management and leadership skills while benefiting a greater community. Continue reading...

If clients think you’re working for them only when they see you, it’s time to change the narrative. Here’s how to stay top of mind - and ensure they don’t get a wandering eye. Continue reading...

Three significant disruptions will require millions of Medicare beneficiaries to reassess their health coverage this year: Medicare Advantage (MA) plan terminations, changes in drug benefits, and tighter drug formularies. Learn how to be ready to support more beneficiaries than in any previous AEP. Continue reading...

The middle-income market demographic represents the largest untapped market for life insurance. Nearly 50 million adults acknowledge they have a life insurance coverage gap. Continue reading...