Flipping the Script

Tony Lee moved to Hollywood to find success and he did — but not in the way he originally planned.

December 2019 |  Read Article

Between The End And The Beginning

What will history say about 2019 in terms of financial regulation and health care reform? We break down a year that is the end of one era and the beginning of another.

December 2019 |  Read Article

If Amazon Were An Insurance Agent It Would Do This

How Amazon makes decisions, moves fast and dominates business — and you can, too.

December 2019 |  Read Article

The Fighter

David Birnbaum is a formidable foe in advocating for insurance consumers.

November 2019 |  Read Article

The Battle For The Dashboard

Insurance technology’s long road to an Uber-like experience.

November 2019 |  Read Article

How To Be A Distraction-Free Advisor

... and make more money than you ever thought possible. An interview with Paul Kingsman by Publisher Paul Feldman.

November 2019 |  Read Article

A Seat At The Table

Cait Howerton challenges the status quo as she works to promote diversity in the financial services world.

October 2019 |  Read Article

Cost Cutters

How brokers can reduce the cost of their clients’ health insurance by taking on the cost of health care itself.

October 2019 |  Read Article

What The Olympics Can Teach Advisors About Success

Olympic swimmer Paul Kingsman tells how to get your head in the game to win

October 2019 |  Read Article

Boxes and Cubes

How Guy Baker views the industry as a Rubik’s Cube waiting to be mastered.

September 2019 |  Read Article

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