Selling
Strategies for selling insurance, including ideas and data financial professionals can use to close more life insurance and annuity sales.
Medicare Plan Pay Confusion Could Wreck 2025 Enrollment, Lawsuits Warn
By Allison BellDistributors say they need certainty by July to make agent hiring, marketing and advertising decisions.
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.
May 13, 2024
Bestow to Focus on Tech, Sell Life Insurance UnitThe insurance technology firm is selling its life insurance subsidiary to Sammons.
May 06, 2024
Final DOL Agent Fiduciary Exemption Covers More Comp TypesIt also exempts more activities, but conflicts with Reg BI could hurt, legal analysts warn.