Prospecting
Client prospecting tips for insurance agents and other financial professionals.
ICHRAs Can Give Financial Advisors a Big New Role In Health Benefits
By Albert PomalesSuddenly, you can help employer clients hand workers cash they can use to buy their own coverage.
March 28, 2022
6 Ways to Add Names to Your Prospect PipelineMaybe it looks full now. That could change.
March 16, 2022
Retirement Doctor, How Long Does That Nest Egg Have?Here are five ways to use a new financial wellness tool to harness the power of hypochondria.
January 31, 2022
How Can Our Industry Help Narrow the Gender Gap?An AIG Life & Retirement distribution executive says changes in hiring and executive development could help.
January 18, 2022
When Your Prospect Says, 'I Have No Money'Little fish might get bigger. Or, at least, know some bigger fish.
January 10, 2022
Tax Code Changes Should Buoy Life Sales: OneAmerica's Dennis MartinThe life insurance division head says rising interest rates could help, too.
December 28, 2021
The Importance of Family in the Sales ProcessIt takes a village to raise a child. Why not sell to the village?
December 28, 2021
What to Expect for Social Security in 2022Experts Jamie Hopkins, Marcia Mantell and Nancy Altman weigh in on what lies ahead for the retirement benefits program next year.