Saturday, March 29, 2025

Digital Transformation In Life Insurance: Lessons From Assumption Life’s Success

Monthly Commentary Ken Leibow -
While researching innovative strategies in the life insurance industry, I came across an insightful case study detailing Assumption Life’s transformative journey. The lessons from...
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Disability Insurance: Your 2024 In Review And Your 2025 Business Planning

Disability Insurance Insights Eugene Cohen and Michael Cohen -
We hope everyone had a great holiday season and a Happy New Year! This is one of the best times of the year to...
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Why Did Mike Tyson Lose To Jake Paul?

Monthly Commentary Charlie Gipple, CFP, CLU, ChFC -
This intentionally idiotic title has many of you saying, “Because he’s 31 years older than Jake Paul! Duh!” Of course that’s true! However, I...
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Liver Function Testing: How Significant Of A Problem?

General Interest Robert Goldstone -
Insurance blood testing inevitably contains liver function testing, and just as inevitably will reveal abnormalities out of the normal range. In fact one in...
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Heartfelt Thanks

General Interest Don Levin, JD, MPA, CLF, CSA, LTCP, CLTC -
Twas the week before Christmas and all through the house,Not a creature was stirring, not even a mouse,I was warm and snug tucked inside...
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Pacific Life 2025 Carrier Forecast

Carrier Forecasting Forum Kevin Kennedy -
Why Pacific Life Insurance Company Is Optimistic About The Future Of Life Insurance Sales And Why You Should Be, Too The life insurance industry has...
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Petersen International Underwriters 2025 Carrier Forecast

Carrier Forecasting Forum Thomas R. Petersen -
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...
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Mutual Trust Life Solutions 2025 Carrier Forecast

Carrier Forecasting Forum Luke Cosme -
“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...
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Mutual of Omaha 2025 Carrier Forecast

Carrier Forecasting Forum Randy Mousel and Jim Duff -
Raising The Bar In 2025 Customer-centric growth has been a hallmark of Mutual of Omaha’s story for 115 years. As we look to the future,...
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Hexure 2025 Carrier Forecast

Carrier Forecasting Forum Kevin Pohmer -
Digital Turning Point For The Insurance Industry Throughout my nearly three decades working with insurance, wealth management, and financial services technology, I’ve witnessed many transformations,...
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CG Financial Group 2025 Carrier Forecast

Carrier Forecasting Forum Charlie Gipple, CFP, CLU, ChFC -
My Thoughts About 2025 As an Independent Marketing Organization, I have never been more excited than I am now to be in this business. What...
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Broker Words—January/February 2025

Broker Words Stephen Howard -
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...
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Churchill

Monthly Commentary Ronald R. Hagelman -
“The end of the beginning,”—Winston Churchill After the Luftwaffe had thrown all its hatred of free thinking against an indomitable British spirit there were voices...
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Hexure

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

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

News Broker World -
BenefitMall, the largest employee benefits general agency in the U.S., announces the addition of Neil Crosby to its team as the new director of...
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More Unvarnished Meanderings

Monthly Commentary Ronald R. Hagelman -
There are simply those times where we just have to reflect internally. Stare off into the distance and wonder. This is particularly true for...
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Applications Of AI In Life Insurance

Monthly Commentary Ken Leibow -
AI is increasingly woven into the fabric of our daily lives—from smartphones and home appliances to the latest cars and trucks. The life insurance...
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An Interview With Eugene Cohen—The Four Different Types Of Perspective IDI Clients

Disability Insurance Insights Eugene Cohen and Michael Cohen -
With the help of Victor Cohen, this is part of our ongoing series with Eugene Cohen, founder of the Eugene Cohen Insurance Agency, Inc.,...
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My Dad, The Dock Union Strike, And Keeping Up With Times

Monthly Commentary Charlie Gipple, CFP, CLU, ChFC -
My dad died in 2006. Although my dad had many flaws, to me and my brother he walked on water. He was incredibly good...
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People And Their Money

Monthly Commentary David J. Murphy -
“A fool and his money are soon parted.” The origin of this quote is disputed, but it is commonly attributed to an English poet and...
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What Is A Custodial Account And Should You Use One?

General Interest Bryan M Kuderna -
The greatest wealth transfer in history is already well under way. The research firm, Cerulli and Associates, estimates that $84 trillion will be passed...
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What To Do At LTC Claim Time? Stop.

General Interest Claude Thau and Ramona Neal -
They are your clients, and they will have questions. Naturally, your inclination is to help—even if they didn’t purchase the long-term care policy from...
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The Healthiest Guy In The Hospital

General Interest Broker World -
The doctors and nurses all called it the widow maker. Some may call it dark but the heart attack that I suffered three...
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Navigating Digital Transformation In The Life Insurance Industry

General Interest Ken Leibow -
In today’s rapidly evolving digital landscape, the life insurance industry stands at a crossroads, balancing the promise of technological advancement with the practical challenges...
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New Research: How Each Generation Views Employer Benefits

General Interest Jennifer Beck -
As today’s workforce continues to evolve, employers now manage four generations of employees who have differing—and sometimes conflicting—needs. This dynamic prompted ARAG Legal Insurance...
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10 Questions To Ask Clients About Long Term Care Planning

Focus Gretchen Barry -
Long-term care funding tends to be the afterthought of financial planning. People don’t want to talk about it and advisors don’t want to bring...
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The Stealthy Killer Of Americans’ Retirement Stability

Focus Gabriel Lindemann -
College has become the single largest investment for American families, and for some, the costs associated with funding higher education go beyond the sticker...
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I Bought An Annuity With A GLWB Rider

Focus Charlie Gipple, CFP, CLU, ChFC -
I once spoke to an agent that had called me up to discuss a YouTube video where he saw me discussing Annuity GLWB (Guaranteed...
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How To Avoid Making Uncle Sam Your Richest Beneficiary

Focus Ross Friend -
I have had several clients pass away in the last 12 months and all with different “types” of beneficiaries, e.g. spouse, family trust, children,...
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