Selling
Strategies for selling insurance, including ideas and data financial professionals can use to close more life insurance and annuity sales.
Million Dollar Round Table Keeps Helping the World Sell More
By Allison BellIn Vancouver this week, the group for top performers is presenting its sessions in 24 languages.
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.
May 16, 2024
Lincoln Financial Gets New Individual Life & Annuities HeadBrian Kroll will succeed Matt Grove, who joined the company in 2022.