Selling
Strategies for selling insurance, including ideas and data financial professionals can use to close more life insurance and annuity sales.
11 Worst States for Medicare Drug Plan Menu Cuts
By Allison BellAny big problems in this market could affect all financial services conversations in Washington.
September 18, 2024
Why Ultra-High-Net-Worth Clients Should Consider 831(b) PlansOne reason to self-insure big risks is to avoid claim time surprises.
September 16, 2024
SelectQuote Sees Drop in Medicare Plan Sales Due to Payment DelayThe agency will enter the annual enrollment period with fewer new agents than it wanted.
September 16, 2024
In-Plan Annuity Uptake May Still Depend on Advice: Sri ReddyA Principal executive looks at defined contribution plan participant inertia.
September 13, 2024
What's the Difference Between an Advisor, a Planner and an Agent?A life insurance sales veteran addresses the matter of title fog.
September 09, 2024
Want to Get Better at Sales? AI Could Coach YouStefanie Boyer, a sales scientist, has trained it in the art of closing.
September 03, 2024
NAIFA to Lobby Against Medicare Plan Commission CutsThe advisor group's CEO says comp decisions will hurt beneficiaries' access to assistance.
August 29, 2024
Medicare Agents Face Signs of GloomCVS Health's Aetna unit pruned its drug plans. WellCare says it will stop paying drug plan commissions. What's next?