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Jul
10

Life and Health Ethics in Action: What to Do When Clients Push Back

Most agents know the right thing to do when a client is calm, informed, and ready to listen. The harder test comes when a client pushes back, wants to skip details, or asks to move faster than the facts allow. […]

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Jun
19

Ethics in Life and Health: The Gray Areas Agents Run Into Most Often

Life and health insurance agents rarely face ethical questions in neat classroom scenarios. More often, ethics in life and health shows up when a client is confused, rushed, focused on price, or eager to “just get it done.” Those moments […]

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Jun
05

What High-Performing Agencies Are Doing Differently in 2026

Clients are shopping faster in 2026. Rate pressure, online quoting, and comparison tools make it easy for policyholders to shop around before renewal. [1]J.D. Power’s 2026 insurance industry analysis reported that auto insurance shopping reached a record level in 2025, […]

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May
22

Why Long-Term Care Planning Is Shifting From Nursing Home to Aging in Place

Families are changing how they talk about care. Many no longer start with the question, “Which nursing home would we use?” Instead, they ask how a parent can stay safe at home, receive help with daily routines, and avoid losing […]

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