Selling
Strategies for selling insurance, including ideas and data financial professionals can use to close more life insurance and annuity sales.
Georgetown Team Posts Retirement Planning Guide
By Allison BellAdvisors could use the questions in the guide to get conversations started with clients.
August 10, 2022
Web-Based Life, Health and Annuity Distributor Raises $15MModern Life plans to go beyond plain term life vanilla.
August 03, 2022
Is Actionable Intelligent Conversation a Necessity?Twenty years ago, you could just call someone up. Today…
July 29, 2022
Independent RIAs, Clients' Annuities and Fiduciary ControlOne possible solution could be using an outsourced insurance desk.
July 28, 2022
House-Passed H.R. 3962 Would Ease Online NotarizationsThe bill could make completing some types of life and annuity transactions online simpler.
July 27, 2022
Ameriprise Sees 11% Increase in Advisor ProductivityLife and annuity sales fell as the company continued to turn away from benefits guarantees.
July 26, 2022
Texas Agent to Lead National Health Advisor GroupKelly Fristoe still sells ordinary major medical coverage as well as Medicare plans and employee benefits.
July 25, 2022
Gallup Sees Fewer Americans Retiring Before 65Relatively young clients who tell you they want to keep working until they are 75 may not be all that likely to meet that goal.