As a former claims handler and fraud investigator, Jason Metz has worked on a multitude of complex and multifaceted claims. The insurance industry can be seemingly opaque, and Jason enjoys breaking ...
Artificial intelligence has been a hot topic recently. You may be familiar with ChatGPT, a sophisticated language model created by OpenAI. It is intended to provide conversational text responses that ...
“Unless there’s a need for liquidity, we don’t want our clients putting money into permanent life insurance. We want that money here as assets under management.” I first heard that said over 30 years ...
Many misconceptions surround life insurance — by clients, financial advisors, and agents alike. Financial advisors can help communicate the versatility of life insurance to their clients and help them ...
If your clients own life insurance or annuities they may soon be at risk for losing all the money they’ve put in. That dire warning comes from Larry Rybka, chairman and CEO of Valmark Financial Group ...
I’m 63 and have been on Social Security disability since 2008. My wife, also 63, stays home to care for me. We’re in poor health and were denied or quoted high rates for long-term care insurance in ...
The Financial Services Regulatory Authority of Ontario began implementing the new labour mobility licensing process on January 1, 2026. FSRA oversees licensing for mortgage brokers and agents, life ...