Selling
Strategies for selling insurance, including ideas and data financial professionals can use to close more life insurance and annuity sales.
End Call If a Medicare User Refuses Recording: Officials to Agents
By Allison BellCMS says the plan issuer is responsible for getting agents and brokers to record the calls.
October 19, 2022
How Agents Become Indispensable to ClientsWhen the client has a question about money, you should be the answer.
October 19, 2022
Telling Stories to Sell Life InsuranceHere's a a three-step guide to helping more clients get the right coverage.
October 18, 2022
Why Are Customers So Unhappy With Life Insurance and Annuities?Here are the firms with the most, and least, satisfied life and annuity customers, according to J.D. Power.
October 13, 2022
Inside the Social Security COLA CalculationsHere's a primer on the inflation-adjustment machinery.
October 07, 2022
Get Ready for Health Insurers to Raise Prices Next YearBenefits brokers expect rate increases of 6% to 12%, according to a survey conducted by BofA Global Research.
October 05, 2022
Cerulli Sees In-Plan Annuity Sales ProblemTraditionally, annuity sellers have been different from defined contribution plan servicers.
October 04, 2022
Health Discrimination Fight Could Change Your WebsiteAn insurer group wants policymakers to adopt a "universal language access symbol."