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Come here for news, tips, commentary and analysis related to the life insurance, annuity, health insurance, disability insurance, long-term care insurance, Medicare plan and supplemental health insurance markets.

  • Life Insurance Strategies
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    The insurer says the product can convert retirement account savings into retirement income.

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    The author has kind words for a much-hated tool.

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    IRI is praising the SEC's approach. Three other groups told the NAIC they want a buffer against state fiduciary rule proposals.

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    Reserachers asked millennials what they look for in an advisor and what they want advisors to do.

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    For the left-leaning Democratic contenders, support for 'Medicare for all' may have become a litmus test.

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    This Is How the World's High-Tax Countries Do It

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    The United States is a little over the median.

  • News

    Consumers at High Risk for Dementia Put More Wealth in CDs: Researchers

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    Aging people who are getting to be more forgetful may lean toward "hands-off" assets.

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    Sometimes, prospects say they might want to buy later. What then?

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Resources

  • How to Get High Net-Worth Clients Asking to Meet with You

    From Universal Financial Consultants

    If you've tried seminars before but with lackluster results, it is likely because the system you were using was not targeting the right clients. Learn a better way to get qualified and motivated prospects coming to YOU for a time on your calendar.

    Download Resource ›

  • The Ultimate Lead-Generation Playbook for Insurance Agents and Financial Professionals

    From LegacyShield

    This 12-step guide will help you turn prospects into clients and grow your business!

    Download Resource ›

  • Premium Financing Opportunity Workbook

    From Universal Financial Consultants

    Use this guide to identify the best prospects for an IUL with premium financing strategy and learn how to introduce the benefits to your clients.

    Download Resource ›

  • Why Client Engagement and Personal Referrals Are More Important Than Ever

    From LegacyShield

    By reminding clients of what you bring to the table -- a real relationship -- and leveraging technology, you can stand out in a tech-dominated field and grow your business.

    Download Resource ›

  • Case Studies: The Potential of Premium Financing with IUL

    From Universal Financial Consultants

    There is nothing like a real-life example to validate a new strategy for your wealthiest clients.

    Download Resource ›

  • Advanced Wealth Planning Strategies for Sophisticated Financial Needs

    From Universal Financial Consultants

    In an uncertain market, clients look to you for creative solutions. Offer them a way to boost wealth while protecting their loved ones.

    Download Resource ›

  • Agent Tool: Understanding the Premium Financing Process

    From Universal Financial Consultants

    Use this tool to explain the premium financing process to your clients in a easy-to-follow way!

    Download Resource ›

  • Turn Existing Clients and Prospects Into Life Insurance Leads

    From Universal Financial Consultants

    Prospecting to increase your life insurance sales does not have to be difficult. Using ready-made, automated marketing campaigns can take you from zero to launch in minutes!

    Download Resource ›

  • Overcoming Objections to IULs & Premium Financing from HNW Prospects

    From Universal Financial Consultants

    Use these tips as a primer before you talk to High-Net-Worth (HNW) clients to ensure you can answer their questions and build trust.

    Download Resource ›

Browse More Resources →

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