Selling
Strategies for selling insurance, including ideas and data financial professionals can use to close more life insurance and annuity sales.
December 16, 2022
Medicare Advantage Managers Propose 2024 Ban on Lead SalesCMS also wants to create new agent supervision and marketing material review requirements.
December 16, 2022
Insurtech Startups Pivot Toward Supporting the Agents: Afficiency ExecMark Scafaro says the firms learned that life insurance really is, usually, sold, not bought.
December 13, 2022
The 8 Business Advantages of Getting a ReferralYou know referrals are great. Have you thought much about why?
December 12, 2022
The Millennials Are Getting Older: Sammons Life ExecutiveJerry Blair says millennials will have greater sway over the products and features life insurers offer.
December 09, 2022
8 Important Facts About Retirement PlanningYou know these things. Does your client?
December 09, 2022
'We Have Met the Enemy, and He Is Us'Every financial professional needs a doctorate in protecting investors against fear.
December 07, 2022
Nebraska Adds an Insurance Agent Apprentice LicenseNewcomers cannot use the apprentice license to help with life or annuity product exchanges.
December 06, 2022
9 New Annuity JokesWhen market volatility bugs you, it's time to nurture your inner toad.
December 02, 2022
Senators Attack Retail Medicare Agent Call Recording RequirementS. 5149 would exclude "independent agents and brokers" from the requirements starting Jan. 1, 2023.
November 23, 2022
Should the DOL Limit Annuity Sales Commissions?Our two Tax Facts authors debate whether proposed regulations limiting commissions are in the best interest of clients.