Life Insurance
Life insurance news and analysis, with coverage of life insurance market trends, and of life insurance regulatory, compliance and legislative issues .
One consequence of the DOL rule: more risk-averse advisors
By Warren S. HerschThe DOLs fiduciary rule has prompted advisors to give higher priority to reducing portfolio risk than to generating superior returns on investment.
November 02, 2016
The no-fail lead-generation systemFollow this step-by-step, no-fail system to generate prospects and leads to fill your pipeline.
November 01, 2016
How to successfully interview prospective clientsYou have to be able to say NO to a prospective client who has a $10 million portfolio, as I have.
November 01, 2016
4 ways to improve your digital presenceWith so much focus on in-person appointments, financial advisors and insurance agents often treat their digital lives as an afterthought.
November 01, 2016
The little things count in insurance and finance marketingA marketing plan is like the cylinders of a car. All eight cylinders must work equally well for optimal performance.
November 01, 2016
You risk a ragged retirement if you’re counting on these numbersShorter career spans, longer lifespans and the gender pay gap mean women need to save a lot more than men do for retirement.
November 01, 2016
The customer indebtedness advantageHow many insurance and finance industry leaders are truly harnessing the power of customer care? Many companies say they do this, but few actually do.
November 01, 2016
5 email missteps every online marketer MUST knowWhen executed properly, email marketing can grow a business in a very strategic and calculated manner.