Selling
Strategies for selling insurance, including ideas and data financial professionals can use to close more life insurance and annuity sales.
July 19, 2021
New Colorado Law Bans High-Tech DiscriminationThe law will prohibit use of what the state sees as unfair algorithms and predictive modeling systems.
July 15, 2021
Horace Mann to Buy Madison NationalThe seller, IHC, has been pivoting toward health insurance sales and distribution.
July 12, 2021
Why You Need to Check for Retirement Account 'Tax Tumors'Tax-deferred retirement accounts have liabilities inside them, and they never stop growing.
July 06, 2021
Pershing Expands Annuity Menu: Annuity DistributionNationwide is adding its annuities to Simon's menu. RetireOne is using webinars to promote its platform.
July 02, 2021
MassMutual Names Sustainability Head: Personnel MovesThe company wants to keep its investments from increasing the amount of carbon dioxide in the air.
June 24, 2021
10 Books Advisors Should Read This SummerWhile you're kicking back this summer, get inspired to add more clients and expand your business this fall.
June 24, 2021
Wealthy Means Having Enough, Not Having It AllHere are four do's and four don'ts for affluent clients who somehow spend everything they earn.
June 22, 2021
7 Things You Don't Need to Be SuccessfulA sales coach looks at substitutes for what might be missing from your mental cupboard.
June 21, 2021
Integrity Marketing Acquires Two Distributors: DealsAn American Enterprise Group arm invested in an insurance recommendation system.
June 21, 2021
4 Tips for Taking Retirement Education VirtualA veteran retirement plan administrator has ideas about how to Zoom to success.