Selling
Strategies for selling insurance, including ideas and data financial professionals can use to close more life insurance and annuity sales.
7 New Jokes About the Retirement Planning Race
By Allison BellIf only the track weren't so hilly, and the runners knew it was there...
November 30, 2023
Consumer Reps Ask States to Change Annuities' FacesAdvocates Birny Birnbaum and Brenda Cude say product illustrations make hypothetical returns look too pretty.
November 28, 2023
The Power of the Insurance Advisor Post-MortemTo make sales livelier, look at what's buried in your call recordings.
November 28, 2023
What if AUM Isn't the Best Measure of a Retirement Nest Egg?There's more to retirement planning success than maximizing a client's pile of stocks, bonds and other assets.
November 22, 2023
Does It Make Sense to Self-Fund Long-Term Care Expenses?A related question: Does it make sense for clients to commit to paying extra taxes?
November 21, 2023
Advisor: DOL Rollover Fee Disclosure Plan Would Hurt AnnuitiesThe higher cost of annuities versus other options could deter investors, says the president of LCM Capital.
November 14, 2023
The Life Settlement Industry Must Have Speed and TransparencyThe author sees a future with no room for slow shell games.
November 14, 2023
Model, Stylist Sue Advisors Over Cash-Value Life AdviceThe plaintiffs assert that the financial pros locked them into unsuitable arrangements with their life insurance policies.