Selling
Strategies for selling insurance, including ideas and data financial professionals can use to close more life insurance and annuity sales.
The AI Sales Coach Should Have a Clue: Venkat Malladi
By Allison BellThe Vymo executive says a good sales support system needs to be a self-starter.
January 28, 2023
How Life and Annuity Sites Phone HomeIn many cases, they communicate through APIs.
January 26, 2023
Web-Based Life Marketer Sues Swiss ReHuklberry says a subsidiary of the reinsurer was slow to develop its part of a quick policy sales system.
January 25, 2023
Why Standard Deductions Will Fit Most ClientsEven if you are not a tax advisor, knowing the basics can help.
January 24, 2023
Medicaid Program Managers Will Be RobocallingThe FCC has given HHS permission to use automated communications systems to warn enrollees who are at risk of losing coverage.
January 23, 2023
Longtime Health Agent Group CEO to Leave PostThe group now known as NABIP says that, at the end of the year, Janet Trautwein will "pursue other opportunities."
January 23, 2023
Life Insurance's 'New Normal' Is a Major Opportunity for Modern Financial AdvisorsThe CEO of a new life distributor says distributing life insurance is far less arduous than it once was.
January 19, 2023
Kuvare and Aquarian Make Bermuda DealsOther recent life and annuity deals involve tech and size.