Selling
Strategies for selling insurance, including ideas and data financial professionals can use to close more life insurance and annuity sales.
Helping Clients Understand Tax Strategies
By Dave AlisonThe right picture can communicate a lot.
February 13, 2025
A New Federal Employee Market Is Coming to Life NowYou give advice. Workers facing sudden change need advice.
February 13, 2025
Solving a Long-Term Care Insurance Premium Payment ProblemAn agent looks at how two months of frustration ended with a sudden victory.
February 12, 2025
Humana Posts $862M Net Loss for Q4But it reported $1.7 billion in net income for 2024, and Medicare drug plan enrollment increased.
February 06, 2025
Prudential Sees Interest Rate Winds Hurting MYGAs, Helping RILAsCaroline Feeney, the head of the U.S. businesses, expects sales of favored products to be strong.
January 31, 2025
What If Life and Annuity Issuers Use Vendors With Bad AIs?Regulators are wrestling with questions about how to handle the service providers' tech.
January 29, 2025
Your Business Client Could Become Disabled, or DieInsurance can be part of designing an effective succession strategy to protect an ongoing enterprise, Dan Sudit maintains.
January 28, 2025
FINRA Beefs Up Its RILA AdviceRegulators want representatives to think about a client's age when recommending transactions.