Selling
Strategies for selling insurance, including ideas and data financial professionals can use to close more life insurance and annuity sales.
July 29, 2024
Ameriprise Posts 45% Jump in Variable Annuity SalesDemand rose for variable universal life products that affluent clients can use to build cash value.
July 26, 2024
How a Generative AI System Handled a 401(k) QuestionChatGPT is prefacing some answers with "it depends on the situation," which is where financial advisors come in.
July 18, 2024
Biden Administration Backs Off From Medicare Agent Pay FightOfficials have agreed to a stay that will push big changes back until after the general election.
July 17, 2024
Craig Hawley to Run Nationwide's Annuity BusinessHawley started out at Jefferson National. Another company, John Hancock, named an insurance head.
July 17, 2024
Primerica Move Raises Questions About Medicare Market StabilityThe company is giving up a newly acquired health arm partly due to "an uncertain regulatory environment."
July 05, 2024
Federal Court Blocks Medicare Agent Pay Cap RegulationsThe ruling applies to all Medicare agents, not just the parties to the suit.
July 03, 2024
New York Life Aims for Your Executive Clients' Retirement MoneyThe company has hired Joe Grieco to make the non-qualified deferred comp market a focus.
July 01, 2024
3 Secrets to Doing Business With Wealthy FriendsYou now know people with yachts and swimming pools. Why aren't they clients?
July 01, 2024
Stop Talking About Nursing HomesFocusing long-term care planning discussions on home care works better, a veteran trainer says.
June 24, 2024
Creating Great Experiences in Retirement PlanningPart of your job is helping clients see what retirement could be like.