Life Insurance
Life insurance news and analysis, with coverage of life insurance market trends, and of life insurance regulatory, compliance and legislative issues .
What's driving tech investment decisions for agents and brokers?
By Melissa HillebrandApplied Systems' survey reveals what technology delivers growth and productivity, and the biggest benefits of business intelligence applications.
November 10, 2014
How to Help Clients Claim MedicareFew retiring clients ask their advisors about Medicare, but there is much they need to know about claiming this mandatory benefit.
November 10, 2014
Advisors, Don’t Retire at 65: SIFMA PanelOne way to ease the talent crisis is to encourage older advisors to stay in the business longer, panelists said.
November 10, 2014
How to Maximize Post-Retirement Income: The PrinciplesProper sequencing of withdrawals from taxable accounts, tax-deferred accounts (IRAs and 401(k)s) and Roth accounts can make or break a clients retirement income plan.
November 10, 2014
Women and retirement: 4 key findingsSixty-three percent of women who received advice say they feel confident, compared to 45 percent of women who havent.
November 09, 2014
5-step guide to consultative sellingStruggling to differentiate yourself from every other financial advisor? Try the consultative approach to selling.
November 08, 2014
Advisors: Spam filters get you down?You cant make a sale if your emails keep landing in your prospects spam folder. Dodge it by avoiding spam words.
November 07, 2014
How to lose prospects and alienate peopleIf cold calling doesnt work, why are you still doing it? Instead, spend your time building referral-rich relationships.