Life Insurance Trends 2020

By Dan Pierson on Jul 1, 2020 8:30:00 AM

If these past few months have taught us anything, it’s that trend-forecasting is an inexact science. We’ve all known for at least the past two decades that technology would continue to change our world, seamlessly integrating itself into our daily lives until almost everything can be ordered, viewed, or accomplished digitally.

Topics: Insuretech & Technology Advisor Insights

How to Recruit Life Insurance Advisors in 2020

By Krystal Lockwood on Jun 24, 2020 8:30:00 AM

Finding qualified candidates is always a priority at insurance agencies and firms – but with more advisors reaching retirement age plus a recent surge in younger generations buying life insurance, the need for new talent is clear.

Topics: Business Building Insuretech & Technology

Where We're Going: LegacyShield Founder Q&A [Part 2]

By Dan Pierson on Jun 17, 2020 8:30:00 AM

[This is part two of a two-part Q&A blog series about LegacyShield. Click here to read part one.]

Topics: Insuretech & Technology Advisor Insights

Who We Are: Q&A with Founder of LegacyShield [Part 1]

By Dan Pierson on Jun 10, 2020 8:30:00 AM

[This is part one of a two-part Q&A blog series about LegacyShield.]

Topics: Insuretech & Technology Advisor Insights

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

Why Is Selling Life Insurance a Good Career Opportunity?

By Dan Pierson on May 27, 2020 8:30:00 AM

Considering your career options? If you’ve been thinking about a career in selling life insurance, then your timing is just right. 

Topics: Business Building Insuretech & Technology

How Insurtech Can Differentiate Insurance Advisors

By Krystal Lockwood on May 20, 2020 8:30:00 AM

Life insurance advisors must continue to find new clients to survive and thrive. But in the increasingly competitive and rapidly changing life insurance industry, it can be difficult to stand out. Advisors not only have to compete with each other these days, but they’re also facing new competition from insurtech startups selling life insurance directly to consumers online.

Topics: Insuretech & Technology

Digital Transformation in Life Insurance Is Here to Stay

By Dan Pierson on May 13, 2020 8:30:00 AM

Digital transformation has long been on the horizon for the life insurance industry, but the last several months have rapidly shifted the market. With more Americans seeking life insurance and using online tools to find it, advisors are quickly adjusting to meet new demand and digitize many of their processes.

Topics: Digital Distribution Insuretech & Technology Advisor Insights

7 Must-Know Tips for Insurance Advisors During Social Distancing

By Dan Pierson on May 6, 2020 8:30:00 AM

As a society, the current pandemic situation has given us a rare glimpse into the future of business, both as individuals and as an industry. While some people and businesses have found comfort in doing things the traditional way, mandatory social distancing has forced many of us to find innovative solutions to these new challenges. Luckily, technology has made this transition relatively easy with a variety of options that help facilitate business in a socially distant environment. Even as the pandemic eases its grip on the world, we may find ourselves re-entering a society that conducts its business a lot differently. In addition, the values and abilities that many clients look for in their financial advisors have changed faster than you can say “Zoom meeting.” Keep reading to explore 7 must-know tips for working with clients in a social distancing environment to help prepare yourself and your practice for the brave new world ahead.

Topics: Insuretech & Technology Advisor Insights

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