Selling
Strategies for selling insurance, including ideas and data financial professionals can use to close more life insurance and annuity sales.
UnitedHealth Sours on Medicare Advantage Plans
By Allison BellThe health insurer told agents it will stop paying commissions on new sales of many plans July 1.
May 23, 2025
New York's Annuity Replacement System Is Too Slow, Lawmakers SayTheir reasoning may spell trouble for product comparison requirements at the purchase stage.
May 09, 2025
6 Keys to Keeping the Relationship When Your Client DiesDeveloping bonds with heirs starts long before everyone is leaving the cemetery after the funeral.
May 05, 2025
Life Insurance Brokers Need DOL AttentionThe author makes the case for changing how the federal government regulates independent life insurance brokers.
April 16, 2025
The Homeowners' Insurance Crisis Hits High-Net-Worth Clients, TooSome might ask you for ideas about where to get help.
February 28, 2025
Helping Clients Understand Tax StrategiesThe right picture can communicate a lot.
February 24, 2025
You Already Know EnoughMaybe you should study less and just do more of the right things.
February 18, 2025
The Showdown Over TaxesCongress seems likely to save key TCJA provisions, but it won't be easy.