Agents and advisors are being called upon like never before to put retirement income saving and planning on the front burner, right alongside protection and investment strategies.
An interview with Scott Stratten
Do you want to sell without being a salesperson? Do you want to market your business without using marketing? Are you sick of networking and using social media without getting the results you want? Scott Stratten has the answers for you! In this interview with InsuranceNewsNet publisher Paul Feldman, Stratten gives the secrets of “UnMarketing” and tells you how to position your business naturally and automatically.
The debate over whether the SEC should require advisors to meet a fiduciary threshold in advising retirement plan participants was renewed recently in the wake of a PBS documentary on retirement planning.
The “Mercedes Plan” is a strategy that can be used to create charitable gifts, funding a legacy or buying a luxury for yourself.
Final expense life insurance is an excellent way for your clients to create available cash for expenses incurred following the funeral, while protecting their estate from unnecessary and unexpected loss.
Fixed interest rates have been at historical all-time lows, which is one reason why consumers are enamored with indexed annuities.
Annuity buyers tell LIMRA their top reason for buying was to supplement Social Security or pension income.
The health insurance industry will need to develop a stratified approach for understanding and engaging with consumers that goes beyond the selection of their plan type.
The outlook for financial advisors looks bright, but the occupation definitely is not a “walk-in” job.
In the first installment of this two-part series, we look at call aversion, why salespeople are afflicted with it and how it may be hurting their careers.
Serving clients is an act of stewardship. The key to success is to make your business all about the clients.
Although the LTCi industry has changed, your clients’ need to address their risk has not.
Texting — whether its use in the business world is good, bad or indifferent — is here to stay.
Professionals with advanced degrees can provide the industry with the knowledge they need to move into the research and theory behind consumers' financial decisions.
From Ray Charles to Ted Williams, our annual roundup of folks who achieved fortune during their lifetimes, yet left behind a mess for their loved ones.
What constitutes a "big case" can vary. But one thing remains the same - it's not a once-and-done deal but a relationship that can lead to a revenue stream.
The favorable tax treatment of life insurance products turns 100 this year, and the industry continues to remain vigilant against attempts by Congress...