Selling
Strategies for selling insurance, including ideas and data financial professionals can use to close more life insurance and annuity sales.
12 Insurers That Sold the Most Annuities in Q1
By Allison BellSales of individual annuities cooled after a hot 2024.
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.
February 13, 2025
A New Federal Employee Market Is Coming to Life NowYou give advice. Workers facing sudden change need advice.