Insurance Advisor Discussion on Technology Changes

By Dan Pierson on Jun 3, 2020 8:30:00 AM

As Bob Dylan so wisely wrote, the times, they are a-changin’. While that statement was made over 50 years ago, it continues to be relevant. The most notable catalyst for these changes? Technology.

Topics: Insuretech & Technology Insurance

Insurance and Financial Advisors - Help Your Clients Keep Their Money

By Krystal Lockwood on Apr 15, 2020 8:30:00 AM

Americans are losing out on billions of dollars of personal property – and most of them don’t know it.

Topics: Best Practices Insuretech & Technology Insurance Unclaimed Property

Long-Term Care Planning In the Digital Age

By Dan Pierson on Mar 18, 2020 8:30:00 AM

It’s impossible to create a sound financial plan without taking your clients’ health into consideration. That’s because medical care is one of the most significant expenses they’ll need to plan for in retirement, particularly when in-home care or a nursing facility is part of the equation, which it frequently is. To mitigate the risk of having more medical care expenses than your client can afford, you’ve likely introduced the idea of investing in a Long-Term Care product solution.

Topics: Best Practices Insurance