Selling
Strategies for selling insurance, including ideas and data financial professionals can use to close more life insurance and annuity sales.
6 Phrases That Communicate Trust in a Relationship
By Bryce SandersTo get a client to take you seriously, be someone serious.
June 04, 2024
How Millennials Can Reach Financial Wellness Through InsurancePaying for protection could give younger clients peace of mind.
June 03, 2024
Consumers Want AI Advisors to Start SmallDigital systems may be able to break in by helping with credit cards, KPMG research found.
June 03, 2024
Medicare Plan Pay Confusion Could Wreck 2025 Enrollment, Lawsuits WarnDistributors say they need certainty by July to make agent hiring, marketing and advertising decisions.
May 24, 2024
Why Are You Still Selling Life Insurance With Lifetime Guarantees?A John Hancock executive makes the case against assuming that all clients need coverage at age 90.
May 20, 2024
9 Useful Phrases for Making Your Point to ClientsSometimes the right words can help your clients see where you're coming from.
May 20, 2024
Understanding Net Unrealized AppreciationFor some clients rolling assets out of 401(k) plans, a little knowledge can lead to big savings.
May 16, 2024
IPipeline Prepares for DOL Fiduciary Rule Tech BuildingThe firm is talking to its customers this week about what the new sales requirements will mean.