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multigenerational family

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multigenerational family

The Sandwich Generation: What to Know and How to Help Your Clients

The Sandwich Generation refers to a growing group of overstretched adults who are caring for aging parents, supporting dependent children, working and trying to save, all at the same time. This article explains the complex challenges they face—and the role agents can play to help lighten their client’s load.

March 18, 2026

Life Insurance Trends
Understanding Consumers
Family with financial planner

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Family with financial planner

The Holistic Approach: How Agents Can Pair Wellness with Health Coverage that Fits the Whole Family

Holistic health insurance plans offer extended value because they do more than cover the medical bills after someone gets sick. In addition, and depending on the plan selected, they may actively help people stay healthy, support mental wellness, and offer proactive lifestyle solutions. This article explains how agents can leverage this holistic approach when presenting a plan to a client—and what clients with families most want to know.

March 17, 2026

Understanding Consumers
Health Insurance Trends
Insurance Solutions Trends
Client retention

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Client retention

Client Retention Strategies Used by Successful Agents

See how retention lowers costs, boosts profits, and becomes your edge plus five practical ways top agents keep relationships thriving.

February 02, 2026

Skills Development
Understanding Consumers
Client Trust

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Client Trust

Building Trust through Transparency: How to Create Clients for Life

How to build lifelong client relationships in insurance by fostering trust through clear, honest communication and transparency

October 24, 2025

Understanding Consumers
Combination Coverage

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Combination Coverage

How to Combine Accident and Health Insurance: A Solution to Fit All Clients

Learn how to combine plans to deliver comprehensive coverage and long-term client value

July 31, 2025

Health Insurance Trends
Insurance Solutions Trends
Understanding Consumers
Personal Accident Insurance Trends
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