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Issue: June 2012 See all issues

FEATURES

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Social Intelligence Agency

Social media master Kevin “Obi-Wan” Knebl talks about how to spend 15 minutes a day and get immediate value and profit from social networking.

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Historically Bad Estate Planning

Steven A. Morelli is editor-in-chief for Insurance- NewsNet. He has more than 25 years of experience as a reporter and editor for newspapers, magazines and insurance periodicals. He was also vice president of communications for an insurance agents’ association.

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LETTER FROM THE EDITOR

Inn On The Air

When we published the story behind the theft conviction of a California insurance agent for selling an annuity, we knew it was an unusual circumstance that would get people talking. Little did we

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LIFE

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Out Of Balance

Women hold fifty-one percent of the private wealth in the U.S., so why do so many feel underserved by the financial services industry? Find out how to connect with, and engage, this valuable group.

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ANNUITIES

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Quoting High, Selling Low…

Financial advisors search for much higher SPIA premiums than they sell. Industry experts offer a few explanations as to why.

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Producing Producers

It’s clear the annuity industry needs new young talent, and the process of mentoring young advisors can lead to an empowered and motivated team.

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HEALTH

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States Eye Life Settlements As A Solution For Ltc Crisis

Converting life insurance policies to pay for long term care makes sense, and it’s a legal alternative. Educating seniors about this option is the key.

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FINANCIAL

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Advisors Face More Scrutiny In The Va ‘alternative' Zone

The Financial Industry Regulatory Authority has issued compliance requirements for financial firms and their representatives for “complex” products, but does not specify alternative investments. Advisors need to be cautious when recommending these investments.

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BUSINESS

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Tell Your Story, Not Your Answer

Relate to — and win over — your prospects through personal anecdotes that portray your knowledge and experience.

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LIMRA INSIGHTS

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Life And Di Sales Grow At The Workplace

Seventy-five percent of insurance sales happen through a workplace enroller, however many buyers report dissatisfaction with rep knowledge and follow-up.

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MDRT INSIGHTS

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Give Financial Personalities Center Stage

Spender? Builder? Giver? Saver? Learn how to use the four types of client personalities to build exceptional financial plans.

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NAILBA INSIGHTS

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Life Insurance — The Greatest Gift Of Love

Dexter (Dex) Umekubo, CLU, ChFC is the Senior Managing Partner of Producers XL in Salina, Kansas, and the 2012 NAILBA Chairman of the Board. The National Association of Independent Life Brokerage Agencies (NAILBA) is the premier insurance industry organization promoting financial security and consumer choice through the use of independent brokerage distribution.

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Just In Case Aca Loses Case

There are no shortages of health care proposals for Congress to consider if the U.S. Supreme Court ends up quashing the Affordable Care Act (ACA). One example is the National Federation of Indepe

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Does Mom Have Life Insurance?

InsuranceQuotes.com put that question to more than 2,200 U.S. adults and ran smack into uncertainty. The San Francisco online quote service of Bankrate Insurance says 42 percent of adults whose m

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Helping Online Searches For Insurance

Life insurance firms are keeping track of how customers “search” for life insurance online. One such firm is AIG Direct. The San Diego company says it has started testing the use of live chat to

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Spia Marketing Head-Turner

Direct mail marketing of single premium immediate annuities (SPIAs) was 75 percent of all annuity direct mail to consumers in 2011 compared to 62 percent in 2007, according to Mintel Comperemedia

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