Monthly Archive: December 2023

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Gen Xers Fret About Retirement Savings Gap

Gen Xers are feeling downbeat about achieving their retirement goals, Schroders reported Wednesday. In a survey, non-retired Americans ages 43 to 58 said that on average they will need $1,112,183 in savings to retire...

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When a Client Faces Cognitive Decline, Speak Up

The first step in protecting clients that show signs of cognitive decline is straightforward, argues Barbara Archer, managing director and partner of Hightower Wealth Advisors in St. Louis. “If we see something, we need...

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Harnessing AI in Annuities

What You Need to Know Clients and prospects already use AI systems to make their dinner. You could use it to educate your clients. Insurers could use it to develop new types of investment...

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Aha Insurance Announces Acquisition by Southampton Financial

Toronto, ON (Dec. 4, 2023) – Southampton Financial, a private equity firm focused on the Canadian property and casualty distribution space, is pleased to announce it has acquired aha Insurance (“aha”), a digital insurance...

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ChatGPT and Cyber Risks

Q&A with Zair Kamal Director, Client Development & Cyber Specialist Morristown, NJ (Nov. 30, 2023) – We’re now seeing breakthroughs in language models such as ChatGPT, due to the availability of computing power required...