What a benefits communication firm is telling clients now
DirectPath has come up with a Washington-resistant approach to describing itself.
Are you wasting money on customer experience?
The vast majority of customer experience improvement programs launched by insurance providers will fail, according to a recent study by Avaya.
Now in the GOP’s crosshairs on Capitol Hill: the estate tax
House bill H.R. 25 would replace the federal income, estate and gift taxes, plus the federal payroll tax, with a national sales tax.
3 ways ACA change failure could affect agents and their clients
Maybe you could be a movie star.
Here are the Hill lawyers behind the ACA change efforts
The government lawyers working behind the scenes on the American Health Care Act have had a long couple of weeks.
One simple trick for writing great marketing emails
Writing marketing copy or emails may be one of the most challenging tasks you’ll encounter as an insurance agent or financial advisor. Here's a trick to make your writing more easygoing and unique.
How to make term life insurance do more
By using more creative approaches that capture a client’s interest and imagination, advisors can deliver what clients want at a lower cost.
Here's how to leverage online client reviews [infographic]
The digital age has provided each of us with the power to fire off a potentially business-killing social media comment or online review just as fast as we can tap or type.
Making the nest egg last: best products for senior clients
From innovative fixed indexed and fee-based annuities to hybrid combo solutions, today’s retirees have a growing list of products to choose from.
Rare good news from the DOL (yes, about retirement investing)
Retirement plan participants can now have guaranteed lifetime income for a portion of their nest egg, while also securing long-term appreciation and capital preservation.