Life

Demutualization, AI and the independent advisor

The era of the charismatic generalist whose personality wins the business is over

By Jeff Cait |May 11, 2026

7 min read

The renewal I almost didn’t make

Professional designations are an important trust signal — they should be more than that

By Jeff Cait |May 6, 2026

3 min read

Fearless advisors will thrive in an AI world

Those who stick with traditional sales techniques will not — your clients already know more than you think

By Jeff Cait |April 28, 2026

7 min read

Opinion: Insurers need to call the same riders by the same names

Clarity for clients makes it easier to shop across carriers

By Jonathan Got |April 22, 2026

2 min read