Often agents and advisors believe that just seeing more people is the key to their success.
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Advanced Markets, often considered the next-level sales catalyst for high performing financial professionals, is undergoing a remarkable upheaval. An evolution in business models, regulation, technology, and consumer demands have transformed the financial planning landscape.
Artificial intelligence (AI) has undoubtedly been one of the hottest topics of 2023, and will likely continue to dominate headlines in the years ahead.
As more consumers are recognizing the urgent need for long-term care (LTC) protection, we sat down with Jeff Levin, vice…
In an ever-evolving industry, insurance carriers are familiar with the value a third-party administrator can offer. But for some carriers, the typical TPA doesn’t address the new challenges they face.
Insurance is rooted in analyzing risk and yet no two risks are created equal. More complicated diagnoses are too often labeled as “impaired risk” without a second look.
Whether you realize it or not, quoting accuracy greatly impacts your success as an advisor. In particular, you need to be aware of the pitfalls of quoting clients using the wrong health class.
From tricky underwriting requirements to long health questionnaires, many obstacles can make the life insurance selling process frustrating and time-consuming.
OneAmerica® believes the insurance carrier’s role is to educate clients by clearly communicating the value of the product and its associated options.
Talk to your eligible clients about Medication Therapy Management (MTM), a free program offered by Part D plans that can help lead to better medication safety and effectiveness, as well as lower enrollees’ costs.
Unexpected costs – especially health care costs – can pose a significant burden for many individuals and their long-term income strategy.
Tapping into the Medicare Gold Rush: How to differentiate in a challenging member acquisition market
Navigating the competitive market for member acquisition can be challenging, but with datadecisions Group, your Medicare marketing efforts can rise above.
This massive financial shakeup will certainly impact the wealth management industry; how can today’s financial professionals position their firms to come out ahead as trillions of dollars change hands?
While traditional indexes still have a place in fixed indexed annuities, AI-enabled indexes make an excellent complement. In this article, we’ll explore the benefits and demystify the use of AI in an index.
Athene, a leading provider of fixed indexed annuities, is at the forefront of this trend with its innovative custom index solutions.
Enter Titanium, a cloud-based, award-winning solution designed to meet the needs of insurance carriers. But Titanium is more than just a software product; it’s the means to modernize a carrier’s entire infrastructure so as not to become irrelevant as the industry evolves.
When you’re considering potential clients for life insurance, the middle market may not be your first choice. Certainly, high net worth clients who need tax planning strategies, flexible estate planning strategies and a larger death benefit are a lucrative market.
Could your agency or marketing organization benefit from more annuity leads? How about leads who have already expressed interest in purchasing an annuity?
If you help couples grow their nest egg and secure guaranteed income for life, regardless of market conditions, you may have considered annuities.
How Allianz maintains 2,000 premium finance policies, demonstrating outstanding persistency while continuing to bring in new, high-quality premium finance business — even in a volatile market environment.
