Selling
Strategies for selling insurance, including ideas and data financial professionals can use to close more life insurance and annuity sales.
November 22, 2021
NAIC Panel Member Seeks to Clear Regulatory PipesBirny Birnbaum says a life illustrations working group project seems to be stuck.
November 18, 2021
Jeff Levin to Lead OneAmerica Care Solutions Distribution: Personnel MovesPenn Mutual has a new asset management unit president, and Luma has a new chief technology officer.
November 15, 2021
SEC Official Gives Life Insurers a Best Interest WarningA Trump appointee says variable products must comply with Reg BI, not just suitability rules.
November 09, 2021
Your Client's Next Successful Retirement Plan TransitionThe author looks at how advisors can help select the right recordkeeper.
November 04, 2021
Help People See the Value of Income InsuranceA highly rated carrier can be a great source of comfort in a complicated world.
November 03, 2021
Washington State Long-Term Care Program AdventuresA veteran long-term care planner looks at an LTC application tidal wave.
October 15, 2021
Meet the Life Insurance Case ManagerThis financial professional aims to help an agent or advisor work with life insurers more smoothly.
October 14, 2021
Fine Wine and Life InsuranceReputation and timing matter, and expert advice can help.
