Selling
Strategies for selling insurance, including ideas and data financial professionals can use to close more life insurance and annuity sales.
Will Longevity Disrupt Traditional Retirement?
By Lloyd LoftonWell, yeah. But everything may work out well, if clients understand what's happening.
June 02, 2025
Reps at Big Broker-Dealers Drive Q1 Variable Annuity Sales SurgeThe average premium fell a little, but the number of contracts sold increased a lot.
May 23, 2025
New York's Annuity Replacement System Is Too Slow, Lawmakers SayTheir reasoning may spell trouble for product comparison requirements at the purchase stage.
May 09, 2025
6 Keys to Keeping the Relationship When Your Client DiesDeveloping bonds with heirs starts long before everyone is leaving the cemetery after the funeral.
May 05, 2025
Life Insurance Brokers Need DOL AttentionThe author makes the case for changing how the federal government regulates independent life insurance brokers.
April 16, 2025
The Homeowners' Insurance Crisis Hits High-Net-Worth Clients, TooSome might ask you for ideas about where to get help.
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.