Encourage clients to follow these best practices to help keep beneficiary designations up to date and prevent issues that could slow the payout process.
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Small-business owners who think that selling their business will fund their retirement may be in for a rude shock. Here is how you can set them straight.
The customer experience begins at the time when they learn about your product. When you understand these customer touch points, you can use them to provide the best experience for your clients.
Retained life benefits are the newest twist in life settlements.
Three women give their views on how the industry can better recruit other women as advisors as well as better serve women who need professional advice.
This relatively new type of coverage can protect third parties from losses resulting from an individual’s suicide death.
You must find the comfort point between building interest and excitement while also being persistent and honest with your prospect.
LGBT market estimates range from as low as 9 million to as high as 18 million adults age 18 and older, many of whom say they need help with financial decisions.
Premium financing on existing life insurance policies could be an opportunity for advisors.
Here are the root causes of why employees don’t get the job done, and what you can do about it…
It’s not enough to help your clients plan for their estate. Help them avoid making a disastrous executor choice…
With the growing complexity of the benefits marketplace and a shifting regulatory environment, employers are increasing their reliance on knowledgeable
Advisors are turning to planning strategies that are equal parts offense and defense — and deferred income annuities are playing
How a new variety of annuity combines the appeal of indexed products with the simplicity of a traditional annuity…
New developments in longevity research could lead to significant changes in the way life insurance is underwritten…
The decision to purchase life insurance is a big one…
the foundation of your thinking on pain vs. gain selling…
In this Annuity Awareness Month, awareness is pivoting toward the Department of Labor’s fiduciary rule, which will affect at least
Dan Seidman, author of The Ultimate Guide To Sales Training, discusses how to tell the difference between pain-motivated and gain
