Selling
Strategies for selling insurance, including ideas and data financial professionals can use to close more life insurance and annuity sales.
December 20, 2024
The Future of RIA Annuity Distribution Has Arrived: David LauFee-based advisors are poised for a deeper embrace of annuities, the DPL chief says.
December 20, 2024
7 Reasons Some Current Clients Become Former ClientsOne great way to build a great client base is to keep the clients.
December 17, 2024
Mariner Signs On With Fidelity’s AI-Based Lead-Gen PlatformCatchlight uses artificial intelligence to enrich, analyze and score leads for growth-oriented wealth management firms.
December 11, 2024
States to Federal Medicare Program Managers: Please Talk to UsConsumers are not the only ones who sometimes feel lost in the enrollment maze.
December 04, 2024
Web Broker Asks Regulators to Ease Medicare Enrollment DeadlineBeneficiaries on the phone waiting for help at midnight Dec. 7 should get relief, eHealth's CEO says.
December 02, 2024
8 Ways to Raise Your Visibility Over the HolidaysWhen everyone else is taking it slow, you have a chance to shine.
November 26, 2024
Medicare Advantage Agents Should Tell Consumers About Medigap: CMSOfficials want people to understand just how narrow their window to sign up for flexible gap-filler coverage is.
November 25, 2024
Fee-Based Annuity Sales Are Heating Up: FIDx ExecScott Bowers expects recent deals to greatly expand the platform's fee- and commission-based transaction volume.
November 13, 2024
ACORD Completes New Standardized Life Insurance ApplicationThe form could help clients avoid delays and paperwork problems — if issuers adopt it.
November 12, 2024
App Uses Pill Bottles to Look Up Medicare Drug PricesThe creator of CheckRx is the 18-year-old son of two longtime Medicare advisors.