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How to expand your client base and increase your AUM
How to expand your client base and increase your AUM
How to expand your client base and increase your AUM
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Takeover sales, where one insurance carrier’s voluntary benefits plan is replaced with a similar plan by another carrier, accounted for 45 percent of new voluntary benefit sales premiums last year, up from 42 percent in 2011...

 

Is the day coming when insurance agents will be selling crossover life insurance and annuity products? That is the direction Nationwide Financial is heading...

 

The conventional wisdom is that there's little money to be made in the small plan 401(k) market, and even less profit to be made in the micro plan retirement market. Economies of scale don't work as well there as with larger plans, the theory goes...

 

What does Des Moines have on Hartford and London? Indexed annuities, that’s what. In fact, Des Moines, already a worthy contender for the nation’s top life and health insurance hub, is in a league of its own when it comes to indexed annuities...

 
Free Report: 10 Tickets to Simple Annuity Sales

The five healthiest states for older adults are Minnesota, Vermont, New Hampshire, Massachusetts and Iowa, while the least healthy states for seniors are Mississippi, Oklahoma, Louisiana, West Virginia and Arkansas, according to a new report...

 

Robert A. Kerzner, president and chief executive officer of LIMRA/LOMA, said the organizations would take a “quantum leap” into retirement research and data analysis...

 
Free Report: 10 Tickets to Simple Annuity Sales