Selling
Strategies for selling insurance, including ideas and data financial professionals can use to close more life insurance and annuity sales.
6 Keys to Keeping the Relationship When Your Client Dies
By Bryce SandersDeveloping bonds with heirs starts long before everyone is leaving the cemetery after the funeral.
February 28, 2025
Helping Clients Understand Tax StrategiesThe right picture can communicate a lot.
February 24, 2025
You Already Know EnoughMaybe you should study less and just do more of the right things.
February 18, 2025
The Showdown Over TaxesCongress seems likely to save key TCJA provisions, but it won't be easy.
February 13, 2025
A New Federal Employee Market Is Coming to Life NowYou give advice. Workers facing sudden change need advice.
February 13, 2025
Solving a Long-Term Care Insurance Premium Payment ProblemAn agent looks at how two months of frustration ended with a sudden victory.
February 12, 2025
Humana Posts $862M Net Loss for Q4But it reported $1.7 billion in net income for 2024, and Medicare drug plan enrollment increased.
February 06, 2025
Prudential Sees Interest Rate Winds Hurting MYGAs, Helping RILAsCaroline Feeney, the head of the U.S. businesses, expects sales of favored products to be strong.