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.
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.
Life insurance prospects want a retail sales experience
A new study reveals that consumers expect transparency from a life insurance purchase the same way they would for buying other retail products or travel.
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.
Texas judge denies emergency request to block DOL fiduciary rule
Plaintiffs failed to satisfy four factors required to obtain an injunction pending appeal.
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.
Rethink your first client meeting and go digital
Transitioning to a remote meeting tool to get in front of more prospects may come with growing pains, but the data in favor of digital meetings is compelling.
Calpers slashes pensions for retirees of defunct agency
Across the country, states and local governments have about $2 trillion less than what they need to cover retirement benefits.
Dishonesty is for losers
BETTER PROSPECTING: If everyone involved is better off, why not use a little fib now and then?