Selling
Strategies for selling insurance, including ideas and data financial professionals can use to close more life insurance and annuity sales.
What You Think and What Retirement Clients Want Are Different
By Richard J. Leider and Suzanne NormanTwo Retirement Income Institute fellows have looked at the survey data and found gaps.
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."
August 25, 2022
Life Insurers Need to Balance Speed With Risk Assessment: Brett LakerThe UnderwriteMe executive says there may be limits to efforts to streamline the application underwriting process.