Selling
Strategies for selling insurance, including ideas and data financial professionals can use to close more life insurance and annuity sales.
How Life Insurance Policy Reviews Trip Up Fiduciary Advisors
By John ManganaroThe potential liability for financial professionals who fail to meet their duties of due diligence can be significant.
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.
November 08, 2023
Medicare Agency May Slash 2025 Broker Support Services PaymentsThe proposal would kill the current compliance support system and lead to increased premiums, a benefits group executive says.