Life

Today is already here

Advisors don’t need to wait for their firm to implement the centaur AI model

By Jeff Cait |May 20, 2026

5 min read

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

Life

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

Life

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

Life

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

Life

The math of life insurance pt. 3

Life insurance is an asset class that requires a diversified portfolio approach like any other — here's what that means for the advisor role

By Jeff Cait |April 22, 2026

11 min read

Life

Sun Life discounts term, perm, CI policies

Offers end July 31, and policies must be in force for one year to be eligible

By Jonathan Got |April 16, 2026

2 min read

Life

The illustration standard we promised in 1996

The CLHIA got the principles right nearly 30 years ago. The main thing got lost — the diversified portfolio approach is how we get it back

By Jeff Cait |April 14, 2026

7 min read

Life

Opinion: We need greater governance on life insurance book transfers

The lack of a structured follow-up when a client changes hands can leave the policyholder vulnerable

By Rhona Konnelly |April 10, 2026

3 min read

Life

The in-force servicing gap is a design problem

Here is what it costs consumers — and what a practice standard could look like

By Jeff Cait |April 7, 2026

7 min read

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