Selling
Strategies for selling insurance, including ideas and data financial professionals can use to close more life insurance and annuity sales.
October 18, 2024
What If Your Wealthy Clients Get Robbed?Part of holistic wealth planning should involve regular reviews of property risk.
October 14, 2024
Term Life Applications Rose 14% in SeptemberAs for universal life? You don't want to know.
October 10, 2024
For More Business, Get Out of the World of 'Get'Instead of being a prospector, try being a listener and idea provider.
October 09, 2024
11 Worst States for Medicare Drug Plan Menu CutsAny big problems in this market could affect all financial services conversations in Washington.
September 26, 2024
Sen. Warren Lists 29 Life, Health and Annuity Sales IncentivesShe doesn't like the incentives, but you might.
September 23, 2024
What the Fed's Rate Cut Means for Life and Annuity Bulls and BearsA longtime agent has ideas for how to present the news to clients.
September 18, 2024
Why Ultra-High-Net-Worth Clients Should Consider 831(b) PlansOne reason to self-insure big risks is to avoid claim time surprises.
September 16, 2024
SelectQuote Sees Drop in Medicare Plan Sales Due to Payment DelayThe agency will enter the annual enrollment period with fewer new agents than it wanted.
September 16, 2024
In-Plan Annuity Uptake May Still Depend on Advice: Sri ReddyA Principal executive looks at defined contribution plan participant inertia.
September 13, 2024
What's the Difference Between an Advisor, a Planner and an Agent?A life insurance sales veteran addresses the matter of title fog.