12 Ways to Build Your Book as a Rookie Advisor
By Bryce SandersSit down. Pick up the phone. After two or three years, put the phone back down.
October 02, 2020
Healthy Life Insurance Policyowners Can Qualify for Life SettlementsJust in case some of your clients could use some extra cash...
October 01, 2020
Growing Retirement Worries and How Software Can HelpToday, 58% of Americans in their 50s are worried they won't have enough in retirement. Visual aids can help advisors provide solutions.
October 01, 2020
4 Steps to Take Before Making an AcquisitionAs M&A options come up, advisory firms must do their homework to avoid making deals that can threaten future growth plans.
October 01, 2020
Tackling Pay Equity in the Insurance IndustryIs your company compensating people fairly? The author has ideas about how to measure that.
September 30, 2020
Best Interest Standards, Change and Deferred AnnuitiesThe author wants advisors to work with him to develop an advisor-driven contract valuation method.
September 28, 2020
9 Phrases to Get Prospects TalkingHere are some ways to help your soft sell when we get back to socializing, or even with potential clients.
September 28, 2020
The Life and Annuity Guarantee Frog Is BoilingA former life insurance company president says clients who want guarantees had better buy now.
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