Portfolio Management

Younger Adults Reshape Life Insurance Industry Trends
Insurance Younger Adults Reshape Life Insurance Industry Trends

In a rapidly evolving financial landscape, a striking shift is occurring as younger adults, particularly those under 40 from the Millennial and Gen Z cohorts, are redefining their relationship with life insurance, challenging long-standing industry norms with their unique priorities and

How Does Shift Claims Revolutionize Insurance with Agentic AI?
Technology & Trends How Does Shift Claims Revolutionize Insurance with Agentic AI?

In an era where the insurance industry grapples with mounting complexities in claims processing, a staggering number of policyholders often face delays and inefficiencies that erode trust and inflate costs for insurers. Traditional methods, bound by rigid rules and manual intervention, struggle to

How Does LIFT Insurance Agency Empower Small Businesses?
Insurance How Does LIFT Insurance Agency Empower Small Businesses?

In the ever-evolving landscape of entrepreneurship, small business owners often find themselves grappling with a myriad of challenges, from securing funding to protecting their ventures against unforeseen risks. One critical yet frequently overlooked aspect is obtaining the right insurance

Lincoln Financial Unveils Innovative Income Annuity Solution
Insurance Lincoln Financial Unveils Innovative Income Annuity Solution

Imagine reaching retirement with the constant worry of outliving savings, compounded by unpredictable market swings that threaten financial stability, a pressing reality for many as the need for secure income sources becomes increasingly critical in an era of economic uncertainty. Lincoln

Young Consumers Skip Life Insurance Amid Delayed Milestones
Technology & Trends Young Consumers Skip Life Insurance Amid Delayed Milestones

A noticeable shift has been unfolding among adults under 40, where a growing number are opting out of life insurance despite understanding its role in securing financial stability. Insights from the World Life Insurance Report 2026 , compiled by Capgemini Research Institute and LIMRA, reveal a

How Will Lincoln's Acquisition of Marshberry Shape Finance?
Risk Management How Will Lincoln's Acquisition of Marshberry Shape Finance?

In a landscape where financial advisory firms are increasingly joining forces to expand their reach and capabilities, a significant development has emerged with Lincoln International, a Chicago-based investment bank, acquiring MarshBerry, an Ohio-based mergers and acquisitions consultancy. This

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