Topics
Eleven topics spanning the life and annuity lifecycle and the industry themes around it. Each brings together the articles, L&A Hub episodes, and news on one subject.
Quoting & Illustrations
Comparing products, running compliant illustrations, and carrying the selected case forward instead of starting over at application.
2 articles · 1 episodeAgency & Distribution Management
Running a book of business and a producer network: client and case context, hierarchies, licensing, eligibility, and compensation.
6 articles · 3 episodes · 5 news itemsNew Business & Order Entry
Capturing life and annuity business, validating it before submission, and moving usable data into the systems that decide and administer it.
4 articles · 1 episode · 5 news itemsUnderwriting
Automating what can move, giving underwriters the context for what needs judgment, and keeping the path from application to issue connected.
4 articles · 5 episodes · 2 news itemsPolicy Administration & Modernization
The system of record over the long life of a product — configuration, transaction integrity, connectivity, and the path from legacy to target state.
11 articles · 1 episode · 7 news itemsInforce Servicing & Customer Experience
Completing in-force transactions across policyholders, advisors, and operations — without making core replacement the first dependency.
7 articles · 5 episodes · 3 news itemsFund & Investment Operations
The daily separate-account cycle: NAV, unitization, fees, trade execution, settlement, reconciliation, and reporting.
1 episodeAI & Automation
Where AI is actually moving work in life and annuity — underwriting, servicing, distribution — and what adoption takes inside a carrier.
6 articles · 10 episodes · 4 news itemsRetirement Income & Product Design
Annuity and life product design, guaranteed income, and the policy, rate and demographic forces shaping retirement demand.
2 articles · 9 episodes · 4 news itemsRegulation & Compliance
Regulators, standards bodies, and compliance obligations that shape how products are illustrated, sold, and administered.
2 articles · 3 episodesInsurtech & Innovation
Founders, new product categories, and how carriers and distributors are changing the way they build, buy, partner, and hire.
1 article · 6 episodes · 4 news items