Selling
Strategies for selling insurance, including ideas and data financial professionals can use to close more life insurance and annuity sales.
Pacific Life Names an In-Plan Annuity Leader: Executive Changes
By Allison BellMichael Oler has been a retirement income product manager at T. Rowe Price.
September 19, 2022
Clients Need Help With This One Powerful Threat: Martin PowellThe pandemic has been a wake-up call for clients to the importance of retirement planning safety nets, says the annuity distribution chief.
September 12, 2022
Advisors Cast a Wary Eye on 401(k) AnnuitizationIn an advisor survey, most respondents said offering annuitization as a default option at retirement would be harmful.
September 08, 2022
Medicare Plan Distributors Add Call Recording ToolsThe companies are trying to help retail agents comply with new federal marketing rules.
September 07, 2022
Peggy Tsai Takes Reins at MDRTTsai is an advisor with a life insurer based in Taiwan.
September 07, 2022
Your Problem Is Not Time ManagementAdvisors who claim to have poor time management are overlooking the real reason for their problems.
August 25, 2022
Life and Annuity Issuers Still Need Modernization Help: GenpactThe IT services company wants to plug old and new systems into the same "orchestration layer."