Selling
Strategies for selling insurance, including ideas and data financial professionals can use to close more life insurance and annuity sales.
Joshua Police to Lead Boston Mutual Individual Sales: Personnel Moves
By Allison BellTransamerica has a new workplace solutions head, and SE2 has a new CEO.
April 20, 2022
Most Robo-Advisor Users Have Human Advisors: MDRTThe group found that human-only advisory clients are much more common than robo-only clients.
April 14, 2022
Bad Retirement Savers Expect to Die YoungWorkers with financial fears are much more pessimistic than life expectancy tables about how long they'll live.
April 13, 2022
Time and Trouble: The Psychology of Direct-to-Consumer Life ApplicationsHere's a look at what speed and question difficulty do to the answers.
April 13, 2022
Fix the Life Distribution Pipes: Bestow's Lena ChukhnoShe's in charge of helping a life startup get bigger fast.
April 13, 2022
Munich Re Agrees to Acquire ClaretoThe deal could change how life insurers pull applicants' health records into underwriting systems.
April 12, 2022
Truthfulness: The Psychology of Direct-to-Consumer Life ApplicationsHere's a look at five factors the affect response accuracy.
April 12, 2022
How to Tell if That Retirement Client Is NormalNew research can help you tell whether a client is a tortoise, a hare or a potted plant.