Selling
Strategies for selling insurance, including ideas and data financial professionals can use to close more life insurance and annuity sales.
Advisors' Clients Want People and Tech
By Allison BellBut MDRT found that the youngest clients were more likely to say their advisors' tech use had caused problems.
August 05, 2026
Jackson Might Buy a Life InsurerDon Cummings, the annuity giant's incoming CEO, says he likes the idea of diversification.
July 27, 2026
Keep Annuity Math and Disclosures Separate, Industry Groups SayCommenters fear that the NAIC could use its actuarial guideline process to create an extra layer of rules.
July 27, 2026
What Most People Get Wrong About Emergency SavingsMaking the cash too accessible may lead to misuse.
July 27, 2026
Investments, Meet InsuranceClients expect advisors to help them with all of their finances.
July 10, 2026
5 Reasons Everyone Needs More InsuranceThe author makes the case that there is just no such thing as a client who has all risks under control.
June 26, 2026
7 Consumer Fears About AnnuitiesBehavioral scientists think they've come up with a strategy to ease the impact.
June 25, 2026
6 Reasons Everyone Needs That First Insurance PolicyReframe insurance as something to buy right now.