Selling
Strategies for selling insurance, including ideas and data financial professionals can use to close more life insurance and annuity sales.
Running Your Business
Reach Pre-Retirees Where They Are
By Lloyd LoftonWhich is mostly not where we wish they were.
July 12, 2025
Navigating Between Conflicting Client GoalsPart of your job is helping people set priorities.
June 30, 2025
The Four Buckets After COVID-19How a second-generation financial professional learned to accept the word "annuity."
June 30, 2025
The Rise of Human-AI Teams in Life InsuranceAI can elevate consumer trust by making Reg BI possible.
June 30, 2025
Many Female Entrepreneurs Face a Financial Fitness GapWhat if they have a great plan, and then they lose the ability to work next week?
June 17, 2025
Will Longevity Disrupt Traditional Retirement?Well, yeah. But everything may work out well, if clients understand what's happening.
June 17, 2025
UnitedHealth Sours on Medicare Advantage PlansThe health insurer told agents it will stop paying commissions on new sales of many plans July 1.