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Issue: June 2012 See all issues

FEATURES

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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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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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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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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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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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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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Oh So Casual

When asked what type of financial planner they are, 38 percent of surveyed Americans described themselves as “informal.” That means they have a general sense of their financial goals and how to m

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Life Insurance ‘experience' Counts

Consumers who have seen how life insurance has made a positive difference in the life of another are more likely to have confidence in life insurers than those who have had no such experience, acco

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Top Va Sellers Tap Into Wealthy Market

Fifty-seven percent of financial advisors say they have started recommending variable annuities (VAs) more than before the 2008 financial crisis because the “designs have become more attractive

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