Agents and advisors: Salespeople or problem solvers?
By Tom FreeseCustomers are much more interested in addressing their needs than being sold on your solutions.
March 03, 2017
Trump's long-term care cabinetThe 'silver tsunami' will affect many of the new president's departments.
March 02, 2017
How to build the best insurance sales teamTrue sales leaders are inspired, motivated creators who consistently deliver against key objectives.
March 02, 2017
Trump's address left ACA repeal a big messThe health care goals President Donald Trump mentioned in his address to a joint session of Congress were a high-water mark for policy specificity. But that mark was a low bar.
March 02, 2017
Democrats, heal thy opaque selvesObama administration health policy officials were not great bringers of clarity.
March 02, 2017
SEC Easing of 'Accredited Investor' Restrictions: The BenefitsPermitting people of modest means to make their own investment decisions may be too radical for Congress or the SEC.
March 01, 2017
Wall Street Should Put All Clients FirstThe fiduciary rule shouldn't apply just to retirement accounts; it should apply to all investment accounts, no matter the size and type.
March 01, 2017
Common ground: The essence of true leadershipWhat I find discouraging about this point in American history is how sour every debate seems to become, including those around regulations that will have far-reaching impacts on insurance and finance.
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