Selling
Strategies for selling insurance, including ideas and data financial professionals can use to close more life insurance and annuity sales.
Judge Approves $6.3M Forfeiture for 'Annuity King'
By Allison BellPhillip Roy Wasserman predicts he'll win on appeal.
January 28, 2024
Calling Clients About Life and Annuities? There Are Laws for ThatThe penalty for a violation can range from $500 to $20,000.
January 25, 2024
Hank George, Life Underwriting Pioneer, Dies at 77George edited an underwriting newsletter for years and was the author of "Getting It Issued."
January 05, 2024
How to Stay Top of Mind (and Not Be Annoying)To give you repeat business, a client has to remember who you are.
January 03, 2024
What RIAs Need to Do Before They Can GrowWithout a clear vision and brand, you're going to waste money, Triad Wealth President Sara Baker warns.
December 27, 2023
Getting Deeper Into AnnuitiesYou already help a few clients use these tools. What if you want to do that more often?
December 26, 2023
Parent Problems Put AnnuityNet in PlayZinnia has put a $400 million floor on the distribution system firm's price.
December 18, 2023
7 New Jokes About the Retirement Planning RaceIf only the track weren't so hilly, and the runners knew it was there...