Selling
Strategies for selling insurance, including ideas and data financial professionals can use to close more life insurance and annuity sales.
Prudential Sees Interest Rate Winds Hurting MYGAs, Helping RILAs
By Allison BellCaroline Feeney, the head of the U.S. businesses, expects sales of favored products to be strong.
January 28, 2025
FINRA Beefs Up Its RILA AdviceRegulators want representatives to think about a client's age when recommending transactions.
January 07, 2025
How Do You Get Clients to Care About the Future?A Prudential planner has tips for making a distant retirement year come into focus.
January 06, 2025
AmeriLife to Acquire Crump LifeCrump has relationships with about 31,000 financial professionals.
January 03, 2025
ChatGPT Answers a Question About Life InsuranceAn experienced advisor assesses the AI's answer to a common consumer question.
December 20, 2024
The Future of RIA Annuity Distribution Has Arrived: David LauFee-based advisors are poised for a deeper embrace of annuities, the DPL chief says.
December 20, 2024
7 Reasons Some Current Clients Become Former ClientsOne great way to build a great client base is to keep the clients.
December 17, 2024
Mariner Signs On With Fidelity’s AI-Based Lead-Gen PlatformCatchlight uses artificial intelligence to enrich, analyze and score leads for growth-oriented wealth management firms.