Selling
Strategies for selling insurance, including ideas and data financial professionals can use to close more life insurance and annuity sales.
Life Insurance and Annuities Have Changed. So Should the Advice
By Mehran AssadiThere are more versions of the tools, more options, and more items that need regular reviews.
April 24, 2026
7 Things No Life or Annuity Prospect Has Ever Said Out LoudBut many prospects are thinking these things. You might want to talk about that.
April 22, 2026
When Volatility Rises, Ladders Add StabilityThese investment strategies can also address interest rate risk.
April 21, 2026
5 Ways to Ask for the OrderThere comes a time in the client relationship when you need them to sign on the dotted line.
April 01, 2026
7 Reasons for Investors to Use a Local AdvisorClients and prospects could buy their annuities through a mobile phone, but most have other ideas.
March 30, 2026
AI Assistant for Financial Advisors Moves Into Life InsuranceZocks can help with client intake forms, and with assessing producers.
March 25, 2026
The 4 Retirement Risks Clients Actually Worry AboutSavings goals and product features are not what keep most people awake at night.
March 03, 2026
7 Questions Annuities Can AnswerA fancy calculator is not the only tool with a shocking number of uses