COVID-19 forced many advisors to adopt technology, even if they were reluctant to do so. Here are stories of advisors who are making it work.
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Life Insurance professionals need to leverage technology to engage with existing and prospective clients directly or indirectly.
How Rod Furniss went from a farmer to missionary to insurance agent to a legislator to serve a greater good.
Annette Bau says advisors must do a deep dive into themselves before rising to the top of success.
Reference-based pricing can offer substantial cost savings for employers, but brokers must make them aware of the potential risks.
It’s an ideal time for the financial services industry to support consumers in protecting their financial health and their personal well-being.
How to recognize feelings of anxiety and deal with them appropriately.
State insurance regulators spent considerable time this year responding to the COVID-19 pandemic and racial strife that accompanied the Black Lives Matter movement. As the year draws to a close, regulators are setting a 2021 agenda filled with unresolved insurance issues.
Advisors share their experiences connecting with clients in a socially distanced world.
Millennials and Generation Z say they believe in the value of life insurance, yet a large percentage of these young adults don’t own it.
The pandemic has sparked fears that investors could lose their life savings. How annuities can help ease those fears.
We all have been disrupted — many of us haven’t seen loved ones and friends in person, business is a bit more challenging, kids aren’t in the best learning environment (sometimes that might mean they are in your working environment) and of course there are the health effects of COVID-19, sometimes very dire effects.
An expected wave of advisor retirements underscores the need to accurately valuate their practices.
Used correctly, social media can generate leads, build solid relationships and strengthen your brand.
Many people can benefit from the guaranteed lifetime income that comes from annuities.
Regulations, taxes and health insurance are all on the line in this election.
Curtis Cloke says advisors must have a wide mastery of skills and a full box of tools to serve clients today.
Take a break from screen time and stay hydrated.
As companies consider how working from home will continue post-pandemic, there are areas in which technology can fill the gaps — and others in which it cannot.
In the wake of George Floyd’s death and widespread protest, industry groups are looking at how to increase diversity in advisors and clients.
As more people survive cancer, heart attacks and stroke, they find the price of survival is high. Critical illness insurance can help pay the bills.
Nearly 80% of Black Americans said having life insurance is a goal for them, a 2019 New York Life study found, versus 63% of all adults. But the Black community faces many barriers to life insurance ownership.
As my neighbor yelled at me on our front stoop, he stopped for a moment while he clearly had a…
How to enrich your own life with positive expectation.
Clients want to feel comfortable talking with their advisors on topics that aren’t necessarily about dollars and cents.
Kenneth Royster wants to get the next generation of Black and Hispanic advisors into the business.
The pandemic has accelerated the rate at which wholesalers have adopted technology to communicate with advisors.
Behavior statistics show consumers buying annuities at a younger age and turning on income riders earlier.
Successful companies are the ones that focus not on what clients need, but on what clients need next.
How COVID-19 Is Rapidly Rewriting How Life Insurance Is Done | For producers in a pandemic world, complex and slow are out, simple and fast are in.
Scott Brennan tells how he learned the fundamentals of effective sales and combined that with a genuine caring about his community in South Bend, Ind.
Amir Ali uses the principles of the ancient samurai to serve his clients.
Fraud is an evolving threat to defined contribution plans.
The edge of autumn is a strange place this September. After this broiling summer, when COVID-19 flared rather than faded, we are missing our routines. Usually in the cooling refuge of September we can settle into the reassuring rhythm of the kids going to school and our pushing back into serious business leading up to the holiday season.
Misconceptions can hold clients back from making important decisions that affect their post-employment years.
