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Moving the needle on DEI

August 1, 2022 Monthly Focus No comments.

Progress is being made on improving the industry’s diversity, equity and inclusion efforts. How far have we come?

Read more
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.

August 1, 2022

A Proven Retention Tool For Women In Financial Services

Mentorship is key to retaining a diverse workforce.

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

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

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.

July 31, 2022

Is your office adapting to the flex culture?

Success in a hybrid work culture requires a new structure and a new style of management.

July 1, 2022

Kings of the Hill: Indexed products spur life, annuity sales

Indexed life insurance and annuity products are immensely popular. But some critics charge they are too complicated and immersed in fraud.

July 1, 2022

Called to Serve — with Nathan Smith

Nathan Smith’s passion for service led him to the National Guard and now he is called to serve his fellow veterans.

July 1, 2022

Building a network of success one step at a time — with Matt Sapaula

How multilevel marketing companies are bringing fresh blood to a dwindling sales force. An interview with Matt Sapaula by Paul Feldman, publisher.

July 1, 2022

Customer service is always easy … until it isn’t!

How to be diplomatic when clients are difficult or downright abusive.

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