Selling
Strategies for selling insurance, including ideas and data financial professionals can use to close more life insurance and annuity sales.
Your Client's Next Successful Retirement Plan Transition
By Joel MeeThe author looks at how advisors can help select the right recordkeeper.
October 15, 2021
Meet the Life Insurance Case ManagerThis financial professional aims to help an agent or advisor work with life insurers more smoothly.
October 14, 2021
Fine Wine and Life InsuranceReputation and timing matter, and expert advice can help.
September 28, 2021
Plum Life Wants to Run Your Web StoreEarlier in his career, Plum Life's CEO helped a company called Walmart break into insurance sales.
September 24, 2021
Agency Unveils Individual Health Producer Comp Disclosure ProgramAgents and brokers may have to start giving customers commission schedules Dec. 27.
September 20, 2021
Stop Using Weak WordsSo, one way to sound more direct ... is to reduce use of words like "so."
September 10, 2021
Parents at Home Need Life Insurance Too: Idea FileYou may know that, but an online agency founder says many young clients don't.