Selling
Strategies for selling insurance, including ideas and data financial professionals can use to close more life insurance and annuity sales.
How Millennials Can Reach Financial Wellness Through Insurance
By Shandrilya LewisPaying for protection could give younger clients peace of mind.
May 24, 2024
Why Are You Still Selling Life Insurance With Lifetime Guarantees?A John Hancock executive makes the case against assuming that all clients need coverage at age 90.
May 20, 2024
9 Useful Phrases for Making Your Point to ClientsSometimes the right words can help your clients see where you're coming from.
May 20, 2024
Understanding Net Unrealized AppreciationFor some clients rolling assets out of 401(k) plans, a little knowledge can lead to big savings.
May 16, 2024
IPipeline Prepares for DOL Fiduciary Rule Tech BuildingThe firm is talking to its customers this week about what the new sales requirements will mean.
May 16, 2024
Lincoln Financial Gets New Individual Life & Annuities HeadBrian Kroll will succeed Matt Grove, who joined the company in 2022.
May 16, 2024
Why Aren't More RIAs Offering Annuities? Flourish President Blames Weak TechTech tools can help RIAs offer annuities, but the reality is complicated, Ben Cruikshank says.
May 15, 2024
Financial Advisors Reduce Clients' Stress: SurveySoothing abilities may be as important as technical skills, Million Dollar Round Table research finds.