Crafting your client base can be a daunting task, but simplifying it to a system that’s easy to digest will streamline your search process. The “ABC” system that I use is interlinked, as each component depends on, and thrives off one another.
Life insurance agents now can offer their existing clients a product that allows policy owners to keep their policies while eliminating their out-of-pocket premium payments.
Whether you’re on the fence about using social media to accelerate your success or you’ve started to dip your toe into the water to see if it’s warm enough to dive in, you’d likely agree social media is a powerful platform that can be leveraged for your business success.
Empathy, a platform helping families navigate the logistical and emotional journeys they face after losing a loved one, today announced a concept partnership with New York Life1, America’s largest2 and most admired3 mutual life insurer.
It came as a surprise for many when iconic heavy metal-rock & roll band Metallica and insurance monolith Lloyd’s of London (Lloyd’s) recently shared headlines.
Former licensed insurance agent Robert Stoddard, 66, of San Clemente, Calif., was arrested after a Department of Insurance investigation found he allegedly stole over $1.2 million from more than 20 victims, including 14 seniors.
Financial planning for the LGBTQ+ community embodies a wide range of topics like marriage decisions, financial protection, family planning and legacy planning.
Life insurance is the bedrock of a plan to provide funds to charity while giving cash to clients’ beneficiaries.
By identifying your ideal client, thinking outside the box, and playing to your strengths, you’ll be working smarter, not harder, to build your business. The result: a client pool tailored to your preferences and strengths, allowing you to boost your portfolio long-term.
“The Path Forward” will be theme of the 2021 National Association of Health Underwriters virtual annual conference, June 27-29. The…
Equitable Holdings, Inc. announced Tuesday that it has successfully closed its transaction to reinsure legacy variable annuity policies sold between 2006 and 2008 with Venerable Holdings.
As Baby Boomer advisors age, business continuity and succession planning are on everyone’s radar. The average age of financial advisors in the United States exceeds 50, and, according to Cerulli and Associates, less than 12% of advisors are under the age of 35.
Dear Editor: In response to your May 24th article, “CT Lawmakers Drop Plan to Expand State Health Insurance,” we have…
The U.S. economic recovery is now in full swing. Despite the natural challenges of ramping back up, the recovery still seems capable of providing upside surprises.
Nearly three-fourths (72%) of advisors and financial professionals are very concerned about tax increases over the next four years, according to Nationwide’s Washington Impact Survey.
President Biden’s 100th day in office is tomorrow, on April 29. Hard to believe it has been 100 days already, but overall the economy continues to improve and stocks have done very well under our new President.
Despite consumers’ widespread adoption of digital channels to engage with insurers, most insurance sales still finalize offline or in-person.
Tabetha Church, of Cleveland, bought a $10 scratch-off and won a $1 million prize, according to an NC Education Lottery news release.
Stimulus efforts have mostly been successful, Fed researchers say. The $5 trillion in COVID-19 relief spending lawmakers have passed in the last year has far eclipsed how much they doled out during the Great Recession and in previous downturns.
The realization that most Americans aren’t ready for retirement has caused many states across our country to take initiative to help increase retirement plan access and savings by implementing state-run programs.
