In collaboration with Ice Floe Consulting, Oliver Wyman presents the results of the Who is Selling What? To Whom How & Why? agent and advisor survey conducted this past fall.
1 min read
Oliver Wyman Survey results released focusing on Long-term care planning
By Vincent Bodnar on 2/4/21 1:38 PM
Topics: Long-Term Care Limited & Extended Care Planning Center
1 min read
NAIFA Supports Maryland Bill to Boost LTC Education
By NAIFA on 2/1/21 4:33 PM
NAIFA supports Maryland state legislation that would provide consumers in the state with easier access to resources and educational materials on long-term care (LTC) planning. A NAIFA-Maryland member served on the Task Force on LTC Education and Planning that made recommendations that helped shape the bill, HB 599, Public Health – Long Term Care Planning.
Topics: Long-Term Care State Advocacy Limited & Extended Care Planning Center
3 min read
Why Insurance Agents Should Care About Collaboration
By LegacyShield on 1/28/21 1:29 PM
Policyholders are looking for more than just a policy these days. Customers want an insurance agent who acts as their trusted advisor, collaborating with them to protect their assets and help reach financial goals. In fact, 75% of policyholders would switch insurers to get more personalized service.