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August 1, 2022

Encouraging The Next Generation Of Advisors

Many students who are smart, motivated and planning their post-graduation lives are largely unaware of insurance and financial services as a career option.

A niche market that could fuel your life insurance business

August 1, 2022

What if our marketing message told a story of how consumers in this niche market can ensure their family could pay their monthly bills or their mortgage while preventing their loved ones left behind from facing a difficult situation due to a premature death?

August 1, 2022

The 3 steps to build a sustainable workforce for the insurance industry

Here are strategic recruiting methods to fill your talent pipeline.

August 1, 2022

A Proven Retention Tool For Women In Financial Services

Mentorship is key to retaining a diverse workforce.

August 1, 2022
House votes to modernize notary process.

House votes to modernize notary process

Congress moved to actually take the stamper away from notaries, at least symbolically, with House passage of the SECURE Notarization Act last week. The bill now moves to the Senate for final approval,

August 1, 2022

Beyond success — with Dan Clark

Dan Clark is a motivational speaker, leadership trainer and author of more than 20 books, including The Art of Significance: Achieving the Level Beyond Success, which focuses on his 12 Highest Universal Laws.

August 1, 2022

Take pride in your planning: Serving the LGBTQ community

Although the LGBTQ community is exceptionally diverse and each person’s life path is unique, here are some of the more common considerations in LGBTQ financial planning that an experienced, empathetic financial professional can address.

August 1, 2022

The performance of a lifetime — With Scott Thompson

Scott Thompson found success by believing in himself. Now he encourages other advisors to do the same.

August 1, 2022
gay proud flag

Why Marriage Equality Matters To Me And To The Insurance Industry

Not only do we look to create an inclusive and energizing environment that empowers teammates to learn, grow and have meaningful careers, but also, we seek to provide distinctive, secure, and successful client experiences and products delivered through touch and technology.

August 1, 2022

Getting more young professionals to swipe right

The financial services industry must present the right profile to generate interest from young adults seeking careers.

August 1, 2022

6 pitfalls to avoid in selling final expense life insurance

Final expense is not an easy market, but avoiding these classic pitfalls will help you build a successful business.

August 1, 2022

RILAs: One way to keep the ‘risk on’ in retirement

A look at how registered index-linked annuities are gaining interest as other investments carry higher risks.

August 1, 2022

How your client’s health impacts their wealth

Younger generations of adults are less healthy than their parents — and that’s bad news for retirement.

August 1, 2022

Political advocacy doesn’t take a recess

The annual legislative recess is a great time to connect with elected representatives on their home turf.

August 1, 2022

Remodeling boom builds opportunities for agents

Homeowners who are upgrading their properties must make sure their coverage is up to date, while contractors have their own set of needs that could use some help from an advisor.

August 1, 2022

Winning over the reluctant prospect

The key is to make sure your clients understand what the policy is about, and why you’re recommending it.

August 1, 2022

How brokers can ease the pain of high health care costs

Benefit brokers can be even more of a resource to their clients by offering other services that can help their clients reduce costs while improving employees’ quality of life.

August 1, 2022

Automated underwriting eases the pain of applying for coverage

Some life insurers are looking to speed up the accelerated underwriting process even more.

August 1, 2022

Looking for our retirement safe harbor during an economic storm

The last time the U.S. experienced inflation above 8% and an unemployment rate below 4% was the early 1950s.

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