Selling
Strategies for selling insurance, including ideas and data financial professionals can use to close more life insurance and annuity sales.
IPipeline Prepares for DOL Fiduciary Rule Tech Building
By Allison BellThe firm is talking to its customers this week about what the new sales requirements will mean.
May 15, 2024
Financial Advisors Reduce Clients' Stress: SurveySoothing abilities may be as important as technical skills, Million Dollar Round Table research finds.
May 13, 2024
Bestow to Focus on Tech, Sell Life Insurance UnitThe insurance technology firm is selling its life insurance subsidiary to Sammons.
May 06, 2024
Final DOL Agent Fiduciary Exemption Covers More Comp TypesIt also exempts more activities, but conflicts with Reg BI could hurt, legal analysts warn.
May 02, 2024
Advisor Annuity Conversations Often Lead to Transactions: Global AtlanticThe insurer also found that 19% of advisor clients surveyed plan to buy long-term care insurance.
May 01, 2024
Lawsuit Cuts Equitable's $1.3B Gain on a Universal Life Price HikeThe firm's first-quarter results include $106 million in legal expenses related to a class-action settlement.
April 30, 2024
Sen. Warren Asks Insurers About Life and Annuity Sales IncentivesThe Massachusetts Democrat sent letters questioning the use of cash bonuses, incentive travel and other perks.
April 25, 2024
DOL Fiduciary Rule Add-On Could Boost Annuity Distributors' CloutOfficials want them to help agents and brokers provide conflict-free advice.