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.
Don’t forget about the impact a life insurance sale of any size can have on clients and their loved ones.
It’s essential to meet younger clients where they are and help them plan for wherever their lives may take them.
The challenges of long COVID-19 can play havoc with getting a client underwritten for life insurance.
COVID-19 has created opportunities and prompted conversations that the industry should embrace to close the coverage gap and promote better outcomes for our customers.
Carriers burdened with legacy technologies and outdated manual processes are severely limited by losses due to fraud and operational inefficiencies. Cumbersome application and underwriting processes further restrict revenue growth.
In my work as a disability insurance wholesaler, I have witnessed countless times when clients applying for DI were unable to purchase a policy because they already had a disqualifying illness or injury.
Another way for agents and brokers to increase their sales, profitability and competitive edge.
What is meant to protect Medicare beneficiaries could end up hurting them.
New rules regarding the recording of Medicare Advantage sales calls can be an opportunity for agents.
A personal injury attorney gives his take on any everyone should have sufficient coverage.
Although no one can fully anticipate a disaster, there are tried-and-true methods for ensuring that the recovery and restoration process goes as smoothly — and quickly — as possible.
The tax benefits of forming a captive insurance company can be attractive. However, these benefits should be secondary to the need for the various types of insurance a captive can provide.
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?
Here are strategic recruiting methods to fill your talent pipeline.
Interest rates impact the assets that insurance companies hold on their balance sheets as well as the math behind many popular advanced sales concepts.
The dollar is continuing to hold its strength as investors flock to the safety of the currency amid global recession concerns.
If financial wellness programs showed people how to stop using credit cards and how to pay off their mortgages quicker, our economy would ease itself from its slow rot of infinite debt and perpetual economic crisis.
A technique to address and overcome client objections to annuities.
