Selling
Strategies for selling insurance, including ideas and data financial professionals can use to close more life insurance and annuity sales.
Hank George, Life Underwriting Pioneer, Dies at 77
By Allison BellGeorge edited an underwriting newsletter for years and was the author of "Getting It Issued."
December 27, 2023
Getting Deeper Into AnnuitiesYou already help a few clients use these tools. What if you want to do that more often?
December 26, 2023
Parent Problems Put AnnuityNet in PlayZinnia has put a $400 million floor on the distribution system firm's price.
December 18, 2023
7 New Jokes About the Retirement Planning RaceIf only the track weren't so hilly, and the runners knew it was there...
December 04, 2023
How to Make Sales EasierThink your problem is closing? The author begs to disagree.
November 30, 2023
How Life Insurance Policy Reviews Trip Up Fiduciary AdvisorsThe potential liability for financial professionals who fail to meet their duties of due diligence can be significant.
November 30, 2023
Consumer Reps Ask States to Change Annuities' FacesAdvocates Birny Birnbaum and Brenda Cude say product illustrations make hypothetical returns look too pretty.
November 28, 2023
The Power of the Insurance Advisor Post-MortemTo make sales livelier, look at what's buried in your call recordings.