Selling
Strategies for selling insurance, including ideas and data financial professionals can use to close more life insurance and annuity sales.
Integrity Marketing Gets $1.2B From Silver Lake
By Allison BellThe rapidly growing IMO says it will spend the money on technology.
November 24, 2021
Penn Mutual's Tom Harris: Clients Want Your AdviceThe distribution executive also talks about one (furry) obstacle to the shift to digital communications.
November 23, 2021
Got 'Dry Powder'?Putting some assets in an annuity could help a client earn more on other assets.
November 22, 2021
NAIC Panel Member Seeks to Clear Regulatory PipesBirny Birnbaum says a life illustrations working group project seems to be stuck.
November 18, 2021
Jeff Levin to Lead OneAmerica Care Solutions Distribution: Personnel MovesPenn Mutual has a new asset management unit president, and Luma has a new chief technology officer.
November 15, 2021
SEC Official Gives Life Insurers a Best Interest WarningA Trump appointee says variable products must comply with Reg BI, not just suitability rules.
November 09, 2021
Your Client's Next Successful Retirement Plan TransitionThe author looks at how advisors can help select the right recordkeeper.