Learn how financial advisors can use AI prompts to craft empathetic, compliant emails that support their clients through financial challenges and life transitions.

Insights from policyholders highlight how agents can deliver a standout client experience in 2026 DENVER, Jan. 6, 2026 /PRNewswire/ -- Vertafore(R) , the leader in insurance technology, today released ...

You can have the best product in the room and still lose the deal in the first five minutes. Not because of pricing. Not ...

The foundation of the relationship between a lawyer and a client is built upon trust, communication, and professionalism. It is the lawyer’s responsibility to represent and protect the client's best ...

Accountants and bookkeepers spend hours per week on client communication, from scheduling and confirming appointments to flagging paperwork deadlines and chasing invoices, especially during peak ...

Attorney-client communications must be confidential, and be kept confidential, in order to be privileged and protected from compelled disclosure. When clients communicate with their lawyers, the ...

This article covers when attorney-client privilege in New York protects communications. Privilege generally lasts if disclosures are necessary for legal advice, such as to employees or professionals.

Attorney-client privilege is one of the most important protections in the legal system. Its powerful legal protection allows clients to speak freely and candidly with their attorneys without fear that ...