Practice Building NEWS


InsureTech Connect moving to Mandalay Bay in 2021

The “world's largest gathering on insurance innovation and digital transformation” is scheduled for early October on the Las Vegas Strip.

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MDRT launches separate, digital association: ‘MDRT Academy’

Created to help financial pros increase production to MDRT qualification levels, new association’s resources are 100% digital

Communicating the value of Individual Disability Insurance to clients

Advisors are uniquely positioned to offer their clients financial solutions to help guide them through times of uncertainty

NAIFA Virtual Performance + Purpose Conference set for Oct. 6-8

The online conference will focus on delivering content-rich education and peer-to-peer interaction.

AALU, GAMA are now called ‘Finseca’

Financial security professionals launch new organization to “help more Americans build and protect their financial future.”

2021 MDRT Executive Committee aims to support and drive industry

Led by incoming President Ian Green, leadership team aims to empower members and their clients to come out ahead of the global crisis.

Generating referrals: How to get introduced in a virtual world

Referral coach Bill Cates shares how you can secure a good introduction working in this virtual business environment (and beyond): An email introduction.

InsureTech Connect changes name to ITC Global, announces innovative digital event experience

Registration is now open for ITC Global, the world’s largest gathering on insurance innovation and digital transformation.

DOL’s new investment advice proposal intends to replace vacated fiduciary rule

Agency says the measure, which aligns with SEC and NAIC best interest rules, will ensure financial advisors act in retirement savers’ best interests.

Integrity Marketing Group Acquires McNerney Management Group

Senior Marketing Specialists, MMG’s Brokerage Division, and Senior Benefit Services, MMG’s Career Division, are part of groundbreaking deal marking the latest in a string of Integrity acquisitions over past several years.

Americans say emotional intelligence is ‘most trustworthy’ quality in an advisor

Recent study from MDRT finds displays of emotional intelligence from advisors more likely to earn Americans’ trust than digital literacy.

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