Selling
Strategies for selling insurance, including ideas and data financial professionals can use to close more life insurance and annuity sales.
3 Keys to Health Insurance Customer Experience
By Mark NathanMaybe there's a middle path between homegrown software and general-purpose CX systems.
April 02, 2021
Helping Clients Navigate "Gray Divorce"Some couples are going separate ways. Here's how to help them.
March 26, 2021
Martha Wofford to Lead Rhode Island Blue: Personnel MovesSBLI has a direct sales head. Sammmons has a new RIA distribution executive.
March 25, 2021
Short-Term Health and Agents Star at House ACA HearingAn insurance regulator said 80% of his state's ACA exchange enrollees come in through agents.
March 25, 2021
Idaho and North Dakota Adopt Annuity Sales Standards UpdatesVirginia's update is still in progress.
March 22, 2021
State Lawmakers Consider Remote Notarization ModelLife insurers see improving notarization rules as a way to improve the digital insurance sales process.
March 18, 2021
What If My Prospect Takes My Information to Another Advisor?An annuity wholesaler says a guilt trip is not a great sales strategy.
March 16, 2021
7 Tips for Leading Group Virtual MeetingsThe first step is to get the participants' attention.