Helping people… by dodging bitter beer
Data science techniques can go beyond actuarial tables.
Insurance, Annuities, and Investments
Blog Listing
Knowing the value of your business
When it comes to putting a price on the business, too many owners decide to go it alone.
The logic of life insurance for children
Life insurance for kids can potentially be used to safeguard their insurability or as a future source of funds.
Tanda, hui, or ayuuto? The money pool way
Informal money pools provide a source of credit for Hispanic and other immigrant communities.
Institutional insurance provides protection and risk management
Institutional insurance solutions like bank owned life insurance can attract valuable employees.
Living Mutual: The lemonade stand
A cool drink, entrepreneurship, and communities coming together to support kids.
A grad’s view: Solving real problems
One recent graduate's take on academia's role in the workplace.
What policyowners should ask about term-perm conversions
Converting a term life policy to permanent coverage may help you meet your financial goals.
Possible college gifting moves for your grandchildren
There can be financial aid and Medicaid consequences for paying school bills.
Memorials and the digital age
Social media and the digital age are becoming part of the fabric of funerals and mourning.
Living Mutual: On the beach
Over 80 people came together to save a family caught in a deadly riptide.
Data science and living mutual
What if you could help people help themselves through improving financial wellness?
Keys to client success: One advisor’s journey
How one financial advisor focuses on simple principles to keep clients satisfied.
Living Mutual: Songs and snapshots
Two young men find creative ways to return the love they received in their childhood.
Borrowing from your 401(k): The risks
A 401(k) loan can be a ready source of funds in an emergency, but there are risks involved.
Smart prospecting
Targeted prospecting is a big part of success. It starts with identifying the market you want to work in.
Families saving for college: A mutual approach
It's a team effort using a variety of methods, our College Saving Study reveals.
What happens to your student loans when you die?
Your parents, children or spouse may be responsible for what's left behind.
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