Selling
Strategies for selling insurance, including ideas and data financial professionals can use to close more life insurance and annuity sales.
Does It Make Sense to Self-Fund Long-Term Care Expenses?
By Margie BarrieA related question: Does it make sense for clients to commit to paying extra taxes?
November 14, 2023
Model, Stylist Sue Advisors Over Cash-Value Life AdviceThe plaintiffs assert that the financial pros locked them into unsuitable arrangements with their life insurance policies.
November 08, 2023
Medicare Agency May Slash 2025 Broker Support Services PaymentsThe proposal would kill the current compliance support system and lead to increased premiums, a benefits group executive says.
November 02, 2023
Equitable Eyes DOL's Fiduciary Rule ApproachBut to many industry, consumer and regulator groups, the regulation drafts look similar to the 2016 effort.
October 31, 2023
Draft Labor Regulations Allow Annuity CommissionsFiduciary disclosure rules would change, and sales-based awards for independent producers would be out.
October 23, 2023
Clients Are Asking AIs for Investment Ideas: Nationwide Tech ChiefEmerging systems could generate personalized annuity recommendations, says Jim Fowler, Nationwide's chief technology officer.