Selling
Strategies for selling insurance, including ideas and data financial professionals can use to close more life insurance and annuity sales.
Insurtech Startups Pivot Toward Supporting the Agents: Afficiency Exec
By Allison BellMark Scafaro says the firms learned that life insurance really is, usually, sold, not bought.
December 09, 2022
8 Important Facts About Retirement PlanningYou know these things. Does your client?
December 09, 2022
'We Have Met the Enemy, and He Is Us'Every financial professional needs a doctorate in protecting investors against fear.
December 07, 2022
Nebraska Adds an Insurance Agent Apprentice LicenseNewcomers cannot use the apprentice license to help with life or annuity product exchanges.
December 06, 2022
9 New Annuity JokesWhen market volatility bugs you, it's time to nurture your inner toad.
December 02, 2022
Senators Attack Retail Medicare Agent Call Recording RequirementS. 5149 would exclude "independent agents and brokers" from the requirements starting Jan. 1, 2023.
November 23, 2022
Should the DOL Limit Annuity Sales Commissions?Our two Tax Facts authors debate whether proposed regulations limiting commissions are in the best interest of clients.
November 19, 2022
Help Clients Avoid the IRS 'Dirty Dozen'The end of the year is a great time to warn people about major tax traps.