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Industry Insights

Industry Updates and Expert Insights

A Complete Guide to FINRA's Maintaining Qualifications Program (MQP)

A Complete Guide to FINRA's new Maintaining Qualifications Program (MQP)

The Inflation Reduction Act: What Insurance Professionals Need to Know

The Inflation Reduction Act created big changes Health Insurance Marketplace-registered agents and brokers ought to know to best serve their clients.

Personal Life Insurance Planning: Common Mistakes to Avoid

Life insurance planning demands personalized attention to navigate complexities, prevent mistakes, and guide clients effectively.

Negotiating Basics for Real Estate Professionals

Mastering effective negotiation skills is key to understanding and connecting with clients—and boosting your real estate success.

The Inflation Reduction Act: What Real Estate Professionals Need to Know

How the Inflation Reduction Act in August of 2022 changed real estate credits for energy efficient home improvements, electric vehicle purchase incentives, and rebates.

SECURE ACT 2.0 Creates New Retirement Planning Opportunities

SECURE 2.0 expands on provisions enacted in 2019 under the original SECURE Act and includes many far more sweeping changes affecting retirement planning.

Human Composting - New Trend in Funeral Industry

As this trend continues to grow with younger generations looking to reduce their carbon footprint, funeral professionals need to know the impact it will have around the industry.

The Inflation Reduction Act: What Tax Professionals Need to Know

What are some of the most important things tax professionals need to know about the Inflation Reduction Act as it relates to their clients? We've got you covered.

Understanding the Series 66 License

The Series 66 License streamlines the licensing process for securities agents and IARs, combining the Series 63 and Series 65 licenses. Find out all you need to know about the Series 66 license, the Series 66 exam, and all other co-requirements.

New York Regulation 187 Best Interest Rule - Back in Play

On October 20, 2022, the New York Court of Appeals essentially reinstated Revised Regulation 187, Suitability and Best Interests in Life Insurance and Annuity Transactions, a regulation previously struck down by the Appellate Division of the New York Supreme Court on April 29, 2021.

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