Prospecting
Client prospecting tips for insurance agents and other financial professionals.
How to Prospect for Life Settlements
By Robin S. Weinberger and Peter N. KatzSome of the best candidates may be consumers who laugh off pitches for life insurance.
November 18, 2024
Businesses Can Use Life Settlements, TooFor these clients, knowing when to keep a policy and when to sell it could help the bottom line.
November 08, 2024
Which Asset Classes Are Best for Active Management?NDW Prospecting: Active vs. Passive in 3Q24 and the Long-term
As we typically do each quarter, today we revisit the debate between active and passive…
October 28, 2024
10 Social Prospecting Mistakes to AvoidIt's important to resist trying too hard and sending the wrong message.
September 12, 2024
How to Ask Clients and Friends for IntroductionsThere's an art to getting to know other people's friends.
August 30, 2024
4 Steps to Retirement Planning SuccessAn annuity market veteran maps out the road to doing well by doing good.
August 30, 2024
3 Ways Advisors Can Support Business Owner Clients NowToo many feel awful. Help with retirement and succession planning may ease some concerns.
August 27, 2024
10 Lines That Create 'Aha' MomentsSome of these statements might motivate you, while others can help make a point to clients.