11.21.18
Save the Millennials (From Savings)
A study found that 66% of the millennials surveyed are more confident using savings accounts than workplace retirement plans, tax-advantaged plans, or real estate.
A study found that 66% of the millennials surveyed are more confident using savings accounts than workplace retirement plans, tax-advantaged plans, or real estate.
I recently enjoyed the opportunity to sit down with Managing Director Alex Weil, of SenaHill, a merchant and investment bank connecting the dots between global financial institutions and financial technology entrepreneurs, to discuss FinTech innovation and the impact of changes in our industry.
I was delighted to sit down with Sheryl Moore, president and CEO of Moore Market Intelligence and Wink, Inc. Annuities and Life Insurance Consulting. Sheryl and her team have a superior reputation and their competitive intelligence tools are essential for the insurance industry.
I sat down with George Chambers, Lee Barlas and Ryan McCarty, principals of Megastar Advisors — a leading FMO providing marketing, training and support to advisors — to discuss the state of our industry, including recent advances in technology and the essential supports advisors need.
How did Olympic silver medalist racquetball player Jon Amatulli wind up founding his own business? Check out our interview to learn how — and how he built his business to be in the top 1% in the industry.
I sat down with Ron Grensteiner, president of American Equity. From his career path to customer service to technology, our interview covered a lot of ground.
In part two of my sit-down with Walter White, President and Chief Executive Officer of Allianz Life Insurance Company of North America, we discuss the growing need for financial advice, particularly among Baby Boomers and Millennials, and why this is a golden time to be a financial advisor
I recently had the pleasure of sitting down with Walter White, President and Chief Executive Officer of Allianz Life Insurance Company of North America. Here are some excerpts from our discussion on the state of our industry, including how to address pain points through technology and client service.
I was delighted to hear that Brokers International intern Sankalp Yamsani and his team are winners of the 2017 Congressional App Challenge for the Iowa district.
This is how we should all view the future of the industry — not as a potential sinking ship, but as an industry about to undergo a revitalization thanks to innovation and new technology.
I recently had the opportunity to interview Fran Tarkenton, retired NFL quarterback and insurance agency owner at Tarkenton Financial LLC. Fran is a hardworking and motivated businessperson who understands the value of teamwork and trust in our industry — similar to their value on and off the field in the game he used to play.