In 2023, McKinsey published a report titled "Redefining The Future Of Life Insurance And Annuities Distribution." The report highlighted a sobering reality: The life insurance industry is facing a ...
Meagan is a former Series 7 financial advisor and current writer focused on blending straightforward information with a dose of humor on topics including equity investments, insurance products, and ...
“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 ...