Tuesday, November 18, 2025

FOCUS

My Son’s Classmate Died

Last month as I was driving to the grocery store, about a mile up my road the police hadcompletely blocked it off. This may...

Reimagining Life And Annuity: From Quoting To Next-Gen eApps

Life and annuity carriers are in the midst of a transformation, reimagining the digital experience from the very first interaction to policy issuance. One...

AI and Long Term Care: Solving an Age-Old Challenge

Long-term care (LTC) planning has long been one of the most complex and emotionally charged areas of financial advisory services. As the aging population...

Three Reasons Certain “Financial Advisors” Say To Stay Away From Annuities

Annuities have had three consecutive years of record-breaking sales throughout the country.  Consumers are purchasing annuities like crazy... The annuity business is now almost...

Petersen International Underwriters 2025 Carrier Forecast

State Of The Disability Insurance Market In The United States: Trends, Growth, And Outlook The U.S. disability insurance market continues to evolve, driven by demographic...

Mutual Trust Life Solutions 2025 Carrier Forecast

“It don’t come easyYou know it don’t come easyGot to pay your dues if you wanna sing the bluesAnd you know it don’t come...

GENERAL INTEREST

Why Senior Benefits Are A Smart Growth Play For Brokers In 2025

The employee benefits market isn’t what it used to be, and that’s good news for forward-thinking brokers. As demographics shift and the Medicare-eligible population explodes,...

Liver Function Testing: How Significant Of A Problem?

Insurance blood testing inevitably contains liver function testing, and just as inevitably will reveal abnormalities out of the normal range. In fact one in...

MONTHLY COMMENTARY

The Sky Is Falling

I refuse to throw any more statistics at this. We have been walking out avery long pier over troubled waters churning from our own...

From Complexity To Clarity: Digital Solutions That Make Annuity Sales Easier For Independent Agents

In the financial institutional space, multi-carrier Annuity Order Entry (AOE) platforms are commonly utilized by wire-houses, clearing firms, and independent broker-dealers. These platforms support...

Psst, Secrets Revealed Of How To Sell Disability Insurance

We have a secret, but it’s not well kept.   It’s the key to selling really anything and it’s especially true for recommending individual...

It’s OK To Be Ignorant About Annuities…Just Keep It To Yourself.

My LinkedIn Conversation: I was scrolling through my LinkedIn feed and came across a conversation that one of my friends was having with a lady...

JANUARY/FEBRUARY 2025

BROKER WORDS

Broker Words—January/February 2025

In Memoriam I hate that the need arises to write these, obviously, and particularly in this instance as the industry and Broker World has lost...

NEWS

Hexure

Hexure, a provider of sales and regulatory automation solutions for the life and annuity industry, announced it has been named to the FinTech Global...

BenefitMall

BenefitMall, the largest employee benefits general agency, announces the addition of Mark Espina to its team as the new benefits sales executive for San...