Selling
Strategies for selling insurance, including ideas and data financial professionals can use to close more life insurance and annuity sales.
An Advisor's Guide to Wills
By H. Jeffrey SpivackMaking sure clients are prepared is the most critical service you can provide.
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.
April 11, 2022
Accuracy: The Psychology of Direct-to-Consumer Life ApplicationsA behavioral scientist looks at why people leave out, or "mis-disclose," important insurance application information.