Life Insurance
Life insurance news and analysis, with coverage of life insurance market trends, and of life insurance regulatory, compliance and legislative issues .
4 ways to "disturb" your clients
By Allan D. GerstenOnce you identify a prospect, you'll need to wake them up. Here's how.
July 06, 2014
Free can be very profitableThe smallest gesturegiving your customers something for freecan pay huge dividends. What small perks do you offer to win customers loyalty?
July 05, 2014
Value creation is the thing with prospectsEvery time you interact with a client or prospect, you have an opportunity to create value. Focus on that, and the sales will follow.
July 04, 2014
Astonishing tales of customer serviceHave you heard the story about the human bench? Theres service and then theres getting down on your hands and knees to help customers.
July 03, 2014
Perceived expense a barrier to working with an advisorIndividuals under 50 years of age--27 percent of this group--are the least likely to work with a financial professional.
July 03, 2014
Emerging stocks drop from 14-month high on payrolls reportThe MSCI Emerging Markets Index lost 0.2 percent to 1,058.78 after closing yesterday at its highest since May 9, 2013.
July 03, 2014
Want more business? Value proposition makes the differenceThe emphasis on services suggests that the companies that gain increasing business with independents are the ones paying attention to the value proposition.
July 02, 2014
Getting Clients to Share Their SecretsClients are notorious for withholding information and assets from their financial advisors. FinaMetrica gets them to let their guard down.