THIS MONTH: THE TECHNOLOGY ISSUE Life • Health/Benefits Annuities • Financial Services NOVEMBER 2022
CAN TECH SOLVE YOUR
TOUGHEST PROBLEMS?
From prickly compliance demands to finding leads, tech is meeting some challenges and is taking on others. ALSO INSIDE: From insurance advisor to life coach — with Joe Jordan PAGE 4 Why the 4% Rule may no longer be the Golden Rule PAGE 38
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