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Life

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Illustrations Lure Clients to Pick Dangerously Low Premiums

Why asking clients to pay a little more could head off a whole lot of problems.

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The Barometer That Can Forecast Sales Opportunities

Tucked within the Insurance Barometer study are insights that can help you get inside the prospect’s head and lead their buying decision.

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Annuities

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Buyers Look Past Marketing and Buy the Annuity’s Purpose

Research provides insights into how advisors can find their best annuity clients and match them with the right products.

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Why Some Advisors Don’t Like Selling Fee-Based Annuities

Despite the onslaught of new fee-based annuities on the scene, they remain a fraction of the overall variable annuity and fixed indexed annuity market.

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Health

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Has the Time Come for the 401(k)-itization Of Health Care?

What lessons from the 401(k) retirement account can employers and brokers apply to health benefits?

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Financial

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The Six-Step Approach to Soft-Sell Planning

Breaking down the steps involved in the client acquisition process using a thorough needs-based approach.

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LIMRA Insights

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Benefit Advisors: A Vehicle, a Driver or a Passenger?

Advisors serve many roles in the workplace, depending on the employer’s benefit priorities.

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Business

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More Than a Fancy Office: Forge An Elite Advisor Reputation

Here are seven key behaviors that set elite advisors apart from the rest.

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