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Industry Insights
Get insightful perspectives from WebCE’s brightest minds on critical industry challenges, the latest breakthroughs, and emerging trends to help you stay ahead of the curve.
Navigating Medicare Enrollment: Why Professional Guidance Matters
By WebCE
Sep 16, 2024
Explore how a CMS Medicare Certification offers countless opportunities for insurance professionals as more turn 65 than any other time in US history.
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WebCE's Weekly Wrap-Up: September 7-13, 2024
By WebCE | Sep 13, 2024
Reviews of 2023 and forecasts for 2025 have many industries sizing up their progress this year as they find their footing heading into next year.
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WebCE's Weekly Wrap-Up: August 31-September 6, 2024
By WebCE | Sep 6, 2024
The future’s knocking and it’s not shy. This week’s top stories share a recurring theme: bracing for change.
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WebCE's Weekly Wrap-Up: August 24-30, 2024
By WebCE | Aug 30, 2024
In this installment of WebCE’s Weekly Wrap-Up, get the latest news in real estate, insurance, securities, cybersecurity, and the funeral industry.
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WebCE's Weekly Wrap-Up: August 17-23, 2024
By WebCE | Aug 23, 2024
Welcome to the first installment of WebCE’s Weekly Wrap-Up, a review of the week’s top stories from across the many industries we serve.
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The Dept. of Labor's 2024 Retirement Security Rule: What Changed & Why
By WebCE | Jun 28, 2024
The DOL's 2024 Retirement Security Rule redefines the role of an investment advice fiduciary by closing a loophole for "one-time" advice.
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NASAA Amends Exam Requirements for Investment Adviser Representatives
By WebCE | May 10, 2024
Update, July 30: Several legal challenges have delayed implementation of the DOL's Retirement Security ("Fiduciary") Rule. Get the latest updates.
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Highlights from NASAA's 2023 Enforcement Report
By WebCE | Mar 15, 2024
Key insights from NASAA's 2023 Enforcement Report, including digital fraud threats, new schemes targeting older investors, and IAR compliance.
...continue reading.
Investment Adviser Representative Education 2024 Update
By Julie Mendel, CDEI, SILA-A | Feb 16, 2024
The IAR CE Requirement has been adopted in six more states for 2024. NASAA and WebCE are tracking all the current states looking to adopt and those who have already adopted.
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2024 IRS Tax Refund Schedule: When to Expect a Tax Refund
By WebCE | Feb 1, 2024
WebCE's 2024 tax return filing guide is filled with the latest updates, best practices, and refund schedule chart.
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Why Insurance is a Meaningful Career
By WebCE | Jan 8, 2024
Recent and forecasted changes to the insurance industry have made insurance an appealing career for Gen Z to make meaningful contributions to their community.
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What do Embalmers do?
By WebCE | Dec 28, 2023
By preparing the body chemically and cosmetically, the embalmer plays an essential role in providing respect to the deceased.
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5 Key Resources for Securities Professionals
By WebCE | Nov 30, 2023
Essential resources to help securities pros and firms stay ahead like FINRA's networking tool, FINRA continuing education support, and FinPro tips.
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Real Estate Prelicensing vs. Exam Prep
By WebCE | Nov 17, 2023
Discover the key steps to starting a successful real estate career with our comprehensive on everything from prelicensing to exam prep and beyond.
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What is an Insurance Underwriter?
By WebCE | Nov 8, 2023
Learn what an insurance underwriter is, their basic job duties, and how you can become one.
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What Do Insurance Adjusters Do?
By WebCE | Sep 8, 2023
Insurance adjusters help settle insurance claims, but the specifics vary across three types of adjusters: staff, independent, and public adjusters.
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What is a Broker-Dealer?
By WebCE | Sep 5, 2023
Broker-dealers, whether individuals or firms, trade securities on behalf of clients (brokers) or for their own accounts (dealers).
...continue reading.
What is Real Estate Post-Licensing?
By WebCE | Aug 23, 2023
Real estate post-licensing is additional coursework required to earn a real estate license, but is completed after earning a license. Get a complete overview of real estate post-licensing, including how it differs from continuing education.
...continue reading.
What is the Securities Industry? An Overview
By WebCE | Aug 18, 2023
An overview of the securities industry, including its history, regulators, and key players. Plus, tips on becoming a securities professional.
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What is Personal Lines Insurance?
By WebCE | Aug 14, 2023
Personal lines insurance helps protect from losses and lighten the financial burden that often follows.
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How Funeral Professionals Can Help Survivors of Suicide Deaths
By WebCE | Jul 24, 2023
Compassionate advice for helping survivors of suicide deaths for funeral professionals based on WebCE's latest funeral CE course.
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The Future of Accounting: Exploring the Industry's Pipeline Problem
By WebCE | Jun 19, 2023
Accounting has a pipeline problem. Incoming talent is shrinking. WebCE explores potential solutions and new approaches to attracting new talent to the accounting industry.
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What is Real Estate License Portability?
By WebCE | Jun 5, 2023
Real estate license portability allows for greater license flexibility when working out-of-state. Each state's portability laws vary, however. Find out the what, why, and how of license portability from WebCE.
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What is Real Estate License Reciprocity?
By WebCE | May 24, 2023
Real estate license reciprocity offers an easier way to earn multiple licenses. Each state's reciprocity agreements vary, however. Find out the what, why, and how of license reciprocity from WebCE.
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Tiny Homes and Alternative Properties: Essential CPA Knowledge for Client Guidance
By WebCE | May 18, 2023
Given the growing number of prospective homeowners looking into tiny homes, CPAs should consider including a tiny home course in their CPE.
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The Benefits of a Reciprocal Real Estate License
By WebCE | May 4, 2023
The many advantages of a reciprocal real estate license to work in another state.
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All About NASAA's IAR Examination Validity Extension Program (EVEP)
By WebCE | May 4, 2023
A Complete Guide to NASAA's Investment Examination Validity Extension Program (EVEP)
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The Importance of Foreign Asset Training in Title 31 Compliance
By Julie Mendel, CDEI, SILA-A | Mar 23, 2023
A training program for Title 31 compliance is vital for casinos to detect and reduce the risk of cybersecurity threats.
...continue reading.
A Complete Guide to FINRA's Maintaining Qualifications Program (MQP)
By Julie Mendel, CDEI, SILA-A | Mar 23, 2023
A Complete Guide to FINRA's new Maintaining Qualifications Program (MQP)
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The Inflation Reduction Act: What Insurance Professionals Need to Know
By Anne Shropshire, CLU | Mar 8, 2023
The Inflation Reduction Act created big changes Health Insurance Marketplace-registered agents and brokers ought to know to best serve their clients.
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Personal Life Insurance Planning: Common Mistakes to Avoid
By Anne Shropshire, CLU | Feb 28, 2023
Life insurance planning demands personalized attention to navigate complexities, prevent mistakes, and guide clients effectively.
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Negotiating Basics for Real Estate Professionals
By Ann Heinz, JD, CDEI, GSI | Feb 24, 2023
Mastering effective negotiation skills is key to understanding and connecting with clients—and boosting your real estate success.
...continue reading.
2023 IRS Tax Refund Schedule: When to Expect a Tax Refund
By WebCE | Feb 17, 2023
WebCE's 2023 tax guide simplifies the process, detailing new changes, updated deadlines, a complete refund schedule, and tips for a quick refund.
...continue reading.
The Inflation Reduction Act: What Real Estate Professionals Need to Know
By Ann Heinz, JD, CDEI | Jan 10, 2023
...continue reading.
The Inflation Reduction Act: What Tax Professionals Need to Know
By Jennifer Smith, CPA, JD, CDEI | Jan 10, 2023
...continue reading.
Human Composting - New Trend in Funeral Industry
By Ann Heinz, JD, CDEI | Jan 10, 2023
...continue reading.
SECURE ACT 2.0 Creates New Retirement Planning Opportunities
By Lynn Knauf, CPCU, ARM | Jan 10, 2023
...continue reading.
Understanding the Series 66 License
By Julie Mendel, SILA-A | Nov 4, 2022
The Series 66 License streamlines the licensing process for securities agents and IARs, combining the Series 63 and Series 65 licenses. Find out all you need to know about the Series 66 license, the Series 66 exam, and all other co-requirements.
...continue reading.
New York Regulation 187 Best Interest Rule - Back in Play
By Lynn Knauf, CPCU, ARM | Oct 27, 2022
...continue reading.
Bias in Real Estate & How to Avoid It
By Ann Heinz, JD, CDEI | Oct 7, 2022
...continue reading.
Flood Insurance: What Real Estate Professionals Should Know
By Ann Heinz, JD, CDEI | Sep 22, 2022
...continue reading.
FINRA's Series 6 License: What it is and How to get it
By Julie Mendel, SILA-A, CDEI | Sep 20, 2022
...continue reading.
Virtual Currency: What Tax Professionals Need to Know
By Jennifer Smith, CPA, JD, CDEI | Sep 15, 2022
In this blog, we cover the basics on virtual currency and the tax laws governing these types of transactions all tax preparers ought to be aware of.
...continue reading.
Pet Insurance 101: What Insurance Agents Need to Know
By Anne Shropshire, CLU | Sep 14, 2022
...continue reading.
Responsible Gaming
By Denise Andries, SILA-A, CDEI | Sep 14, 2022
...continue reading.
A Complete Overview of The Series 65 License
By Julie Mendel, SILA-A, CDEI | Sep 13, 2022
WebCE's industry expert details all you need to know about the Series 65 license, including exam prep tips and resources to help you pass the first time.
...continue reading.
Bloodborne Pathogens and the Casino
By Denise Andries, SILA-A, CDEI | Sep 8, 2022
...continue reading.
Funeral Industry Outlook
By Ann Heinz, JD, CDEI | Aug 10, 2022
...continue reading.
The Boiler Room Scam: How to Protect Yourself
By Julie Mendel, SILA-A, CDEI | Jun 17, 2022
...continue reading.
Why Is Fair Housing Important for Real Estate Professionals?
By Ann Heinz, JD, CDEI | May 17, 2022
...continue reading.
Funeral Directors and Ethical Business Practices
By Ann Heinz, JD, CDEI | May 11, 2022
...continue reading.
What Are Capital Acquisition Brokers (CABs)?
By Julie Mendel, SILA-A, CDEI | Mar 24, 2022
...continue reading.
Cremation Best Practices for Funeral Professionals
By Ann Heinz, JD, CDEI | Mar 8, 2022
...continue reading.
2022 Homeowners Insurance Changes: What Insurance Professionals Need to Know
By Anne Shropshire, CLU | Mar 1, 2022
...continue reading.
SEC Financial Responsibility Rules for Broker-Dealers
By Julie Mendel, SILA-A, CDEi | Feb 25, 2022
...continue reading.
What Is Estate Planning and Why Is It Important?
By WebCE | Feb 16, 2022
...continue reading.
Stigmatized Properties: Selling a Haunted House
By Tom Jensen, Sr Content Writer/Editor | Jan 27, 2022
...continue reading.
The Gig Economy and Taxes: Become a Gig Economy Tax Expert
By Jennifer Smith, CPA, JD, CDEI | Jan 19, 2022
Understanding how the gig economy can complicate taxes is essential for the future success of CPAs, Enrolled Agents, and other tax professionals.
...continue reading.
How Real Estate Agents Can Negotiate a Win-Win
By Ann Heinz, JD, CDEI | Jan 13, 2022
...continue reading.
What Real Estate Agents Need to Know About Smart Homes
By Ann Heinz, JD, CDEI | Jan 6, 2022
...continue reading.
What is Water Cremation (Alkaline Hydrolysis)?
By Ann Heinz, JD, CDEI | Dec 2, 2021
...continue reading.
FINRA'S Continuing Education (CE) Program Transformation
By Julie S. Mendel, SILA-A, CDEI | Nov 18, 2021
...continue reading.
NAR Ethics Training: Adhering to a Higher Standard
By Ann Heinz, JD, CDEI | Aug 19, 2021
...continue reading.
New York Court Overturns State’s Annuity Best Interest Regulation (Regulation 187)
By Anne Shropshire, CLU | May 20, 2021
...continue reading.
Retirement Tax Planning — Preparing for the Future
By Jennifer Smith, CPA, JD, CDEI | Apr 29, 2021
...continue reading.
Real Estate Agent vs. Broker vs. REALTOR®
By Ann Heinz, JD, CDEI | Apr 6, 2021
...continue reading.
NAIC Revised Suitability in Annuity Transactions Model Regulation with Best Interest Standard
By Anne Shropshire, CLU | Apr 1, 2021
...continue reading.
Top 5 Small Business Tax Deductions (2021 Tax Season)
By Jennifer Smith, CPA, JD, CDEI | Mar 16, 2021
...continue reading.
Foreign Corrupt Practices Act (FCPA): Cases
By Julie S. Mendel, SILA-A, CDEi | Dec 15, 2020
...continue reading.
New Funeral and Death Care Trends for 2021
By Ann Heinz, JD, CDEI | Dec 11, 2020
Recent trends in the funeral industry have seen families changing tradition with new perceptions on what a funeral can be.
...continue reading.
Named Insured, Additional Insured, and More: Who Is Who and What’s the Difference
By Anne Shropshire, CLU | Nov 24, 2020
...continue reading.
Foreign Corrupt Practices Act (FCPA): Enforcement & Penalties
By Julie S. Mendel, SILA-A, CDEi | Nov 19, 2020
...continue reading.
Federal COVID-19 Stimulus Legislation: 2020 Summary
By Jennifer Smith, CPA, JD, CDEI | Nov 10, 2020
...continue reading.
Cybersecurity and the Real Estate Market
By Ann Heinz, JD, CDEI | Oct 29, 2020
...continue reading.
Foreign Corrupt Practices Act (FCPA): Provisions
By Julie S. Mendel, SILA-A, CDEi | Oct 27, 2020
...continue reading.
Foreign Corrupt Practices Act (FCPA): Background & History
By Julie S. Mendel, SILA-A, CDEi | Sep 29, 2020
...continue reading.
Medicare Annual Election Period (Open Enrollment) 2021
By Anne Shropshire, CLU | Sep 24, 2020
...continue reading.
Does Insurance Cover Riots and Looting?
By Millie Workman, CPCU, AU, CRIS, MLIS, AFIS, ERIS, TRIP, and Trevor Antley | Sep 15, 2020
...continue reading.
Pennsylvania Mandated Reporters and Child Abuse Recognition and Reporting Training
By Ann Heinz, JD, CDEI | Aug 13, 2020
...continue reading.
The SEC Whistleblower Program
By Julie S. Mendel, SILA-A, CDEi | Aug 11, 2020
...continue reading.
Working With Seniors: Advice For Professionals With Older Clients
By Trevor Antley | Jul 28, 2020
Advice on common challenges and concerns to help you communicate and work more effectively with your senior clients.
...continue reading.
6 Tips for Real Estate Agents as States Reopen During COVID-19
By Ann Heinz, JD, CDEI | Jul 6, 2020
To help your real estate agency navigate the industry as the economy continues to reopen, we’ve put together six tips and pieces of advice for real estate professionals during this period.
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CFP Board to Begin Enforcing New Practice Standards on June 30, 2020
By Jennifer Smith, CPA, JD, CDEI | Jun 23, 2020
...continue reading.
Understanding Short Sale Volume Data on FINRA’s Website
By Julie S. Mendel, SILA-A, CDEi | Jun 16, 2020
...continue reading.
How COVID-19 Has Affected Consumers’ Financial (and Emotional) Health
By Jennifer Smith, CPA, JD, CDEI | Jun 11, 2020
A fascinating new survey details how the COVID-19 pandemic has affected American consumers, financial confidence, behavior, and differences between generations.
...continue reading.
Why Funeral Homes Need Aftercare and Grief Services
By Ann Heinz, JD, CDEI | May 21, 2020
...continue reading.
Understanding FINRA's Dispute Resolution Process
By Julie Mendel, SILA-A, CDEi | May 19, 2020
...continue reading.
COVID-19 Stimulus Packages Attracting Fraudsters and Scam Artists
By Jennifer Smith, CPA, JD, CDEI | May 12, 2020
...continue reading.
How Your Funeral Home Can Stay Safe During COVID-19
By Ann Heinz, JD, CDEI | Apr 21, 2020
...continue reading.
Coronavirus (COVID-19): Does Business Interruption Insurance Apply?
By Jack P. Gibson, CPCU, CRIS, ARM; Chief Executive Officer | Apr 14, 2020
...continue reading.
Getting to Yes on Your Commercial Lines Submission
By WebCE | Apr 7, 2020
...continue reading.
Highlights of the 2020 CARES Act
By Anne Shropshire, CLU | Apr 2, 2020
...continue reading.
Finalized Hedging Disclosure Rules
By Julie Mendel, Senior Product Manager | Mar 16, 2020
...continue reading.
What Are The International Financial Reporting Standards?
By WebCE | Feb 26, 2020
...continue reading.
QSEHRAs, ICHRAs, and EBHRAs: Everything You Need To Know
By Anne Shropshire, Director of Content | Feb 17, 2020
...continue reading.
The SECURE Act’s Impact on IRA Distributions
By Troy Harkey | Feb 11, 2020
...continue reading.
The 2020 Tax Season: Gig Economy Workers
By Jennifer Smith, Product Manager | Jan 28, 2020
...continue reading.
Appointing a Custodian of Books and Records
By Julie Mendel, Senior Product Manager | Jan 15, 2020
...continue reading.
Changes To Retirement Savings: The SECURE Act
By Jennifer Smith, Product Manager | Dec 23, 2019
...continue reading.
How Insurance Premiums Are Determined
By WebCE | Nov 21, 2019
...continue reading.
What Are Alternative Mutual Funds?
By Julie Mendel, Senior Product Manager | Nov 15, 2019
...continue reading.
Understanding Medicare To Serve Your Clients’ Needs
By WebCE | Oct 30, 2019
...continue reading.
What is Algorithmic Trading?
By Julie Mendel, Senior Product Manager | Oct 23, 2019
...continue reading.
Taxing Transfers of Wealth: Gift, Estate, Trusts
By WebCE | Oct 1, 2019
...continue reading.
Changes to Medicare: What You Need To Know
By Anne Shropshire | Sep 25, 2019
...continue reading.
Tax Professionals: Remember To Renew Your PTIN
By WebCE | Sep 17, 2019
...continue reading.
Immunity from Liability Under the Senior Safe Act
By Julie S. Mendel, Senior Product Manager | Sep 9, 2019
...continue reading.
Growing Trends In The Funeral Planning Industry
By Ann Heinz, Product Manager | Sep 5, 2019
Ann Heinz, our Funeral CE product manager, sat down with Gail Rubin, a pioneering death educator and Certified Thanatologist.
...continue reading.
Regulation Best Interest: Client Relationship Summary – Minimum Information Requirements
By Julie Mendel, Senior Product Manager | Aug 15, 2019
...continue reading.
What is the New York Regulation 187 Best Interest Rule?
By WebCE | Aug 6, 2019
...continue reading.
Regulation Best Interest: The Client Relationship Summary
By Julie Mendel, Senior Product Manager | Aug 5, 2019
...continue reading.
Why It’s Important To Use An Insurance Agent
By WebCE | Jul 29, 2019
...continue reading.
Growing Your Real Estate Business in the Slow Season
By WebCE | Jul 23, 2019
...continue reading.
An Overview of Regulation Best Interest
By Julie Mendel, Senior Product Manager | Jul 16, 2019
...continue reading.
What You Need To Know About Life Income Annuities
By WebCE | Jun 24, 2019
...continue reading.
How to Promote Online Reviews for Your Funeral Home
By WebCE | Jun 21, 2019
...continue reading.
Standards of Commercial Honor and Principles of Trade
By Julie Mendel, Senior Product Manager | May 15, 2019
...continue reading.
Understanding the Gig Economy
By WebCE | May 8, 2019
...continue reading.
Why Clients Leave Their Real Estate Agent
By WebCE | Apr 12, 2019
It's equally important to both attract and keep clients as a real estate agent. These tips will help you meet your clients' needs and maintain your stellar reputation.
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Using Social Media Marketing to Promote Your Profession
By WebCE | Apr 9, 2019
...continue reading.
How Do You Answer When Temptation Knocks?
By Julie Mendel, Senior Product Manager | Apr 8, 2019
Decision making is a critical process in every company. A domino effect of either good or bad decisions can have a big impact on your business.
...continue reading.
What You Need to Know About the NAIC Cybersecurity Model Law
By WebCE | Mar 28, 2019
Increased adoption of cybersecurity legislation among various states creates a new landscape for financial service companies and professionals.
...continue reading.
Real Estate CE Course Hot Topic: Building Green
By Effie Hopkins | Mar 19, 2019
...continue reading.
Property Management: Real Estate CE Hot Topic
By Effie Hopkins | Mar 19, 2019
...continue reading.
Using Life Insurance for Retirement Income
By WebCE | Jan 29, 2019
...continue reading.
Life Insurance Riders: Accelerated Death Benefits and Long-Term Care
By WebCE | Jan 28, 2019
...continue reading.
Become a Valuable Resource for Information this Tax Season
By WebCE | Jan 21, 2019
...continue reading.
What Are Designated Home States & Why Are They So Important?
By Dan Tromblay | Jul 2, 2018
...continue reading.
Why Is Cremation So Popular? Cremation and Other Funeral Industry Trends
By Mallory O'Sullivan | Jun 11, 2018
...continue reading.