Financial professionals looking to add life insurance, long term care/linked benefits, disability insurance or annuities into their practices can leverage these ideas and tools to help finish the year strong.
Life insurance: The bedrock of estate planning
Even as Americans voice estate planning concerns, most fail to act. Life insurance could help fill the void in estate planning. Likewise, advisors say life products today are versatile enough to help with many needs, such as tax-favored planning and long-term care.
How to build a better business model — with Dean Zayed
How Dean Zayed merged estate planning with financial services to create an $8 billion company.
Live life in color — With Diana Yanez
Diana Yanez teaches people to link their finances to points of joy.
More custom index choices = greater upside potential
The window of high participation rates is now open, and nobody knows how long it will last.
How to expedite claims after a catastrophe
Procedures to have in place before and after a disaster occurs.
Why a life insurance policy appraisal should be part of your toolkit
Here are three mid-year resolutions for better client relationships in our current bear market.
Life insurance coverage among Hispanics lowest in U.S., study finds
Life insurance coverage among Hispanics is lower than that of any other race or ethnicity in the U.S., according to a 2022 study by Life Happens and LIMRA.
Thanks! It has pockets! — Understanding the needs of our insurance clients
Uncovering the “pocket” opportunities for clients allows the financial services industry to move away from the one-size-fits-most approach and get into the tailored, personalized approach that we see becoming more in line with what clients are looking for.
Boost insurance sales? Improve communication!
Connecting with people and building relationships lead to active, loyal clients.
The power of a financial advisor’s voice
Why it’s important for advisors to be part of the political process.
Policy review: Make sure your clients’ life insurance is still working for them
Change may be inevitable, but by addressing the shift in goals that comes with change, we can help our clients be prepared to live their lives, knowing their goals can be met with your guidance along the way.
The crystal ball is murky
As you might imagine, Insurance News Net magazine is written a couple of months in advance.
Not every sale can be a ‘whale’
Don’t forget about the impact a life insurance sale of any size can have on clients and their loved ones.
Helping younger clients get the most of a good thing
It’s essential to meet younger clients where they are and help them plan for wherever their lives may take them.
A niche market big enough to fuel your life insurance business
A report generates some ideas on how to reach an important market segment.
Ways to make remote work work
It starts with emphasizing flexibility, establishing effective communication and encouraging bond-building among employees.
COVID-19’s ongoing effect on life insurance underwriting
The challenges of long COVID-19 can play havoc with getting a client underwritten for life insurance.
Consumers seek trust and results in advisor relationships
Consumers are trusting financial advisors with their hard-earned money, and they are expecting something in return.
