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Issue: September 2014 See all issues

FEATURES

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The Simplicity of Success

We all know the saying “Keep it simple, silly,” but few of us take the time and do the work required to simplify our sales processes. An interview with Stephen Harvill

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Why the Middle Market Loves IUL

Previous Life Insurance Awareness Months have featured debates about why the industry is failing to reach the mid-market. But this year, we find that the industry’s rising star, indexed universal life, is charting record growth by pulling in those clients.

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LIFE

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How to Prevent Life Insurance Buyer Amnesia

A poll suggests the industry is neglecting to educate policyholders about the importance of reviewing their terms annually and following all major life changes.

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Foreign Nationals an Untapped High-Net-Worth Market

High-net-worth immigrants may be a potential market that you haven’t considered. Some information on what drives this emerging market and details you must consider in obtaining coverage for foreign nationals.

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ANNUITIES

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In-Service Withdrawals Turn 401(k)s Into Paychecks

Annuities can leverage the 90 percent of defined contribution plans that allow for in-service withdrawals.

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HEALTH

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Self-Insurance Can Ease Business Clients’ Pain

A well-managed employer health ownership plan can reduce spending by as much as 15 percent per participant.

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FINANCIAL

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Survey Finds Modern Families Gripped by Financial Insecurity

More families defy the “traditional” label, and those families have unique needs and goals in regard to financial planning.

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BUSINESS

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Things I Wish I Knew When I Started Out

Returning to some of these basic ideas for getting started can help even a veteran advisor refocus on their practice.

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See all

The Simplicity of Success

We all know the saying “Keep it simple, silly,” but few of us take the time and do the work required to simplify our sales processes. An interview with Stephen Harvill

Read Article →

THE LAST WORD

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Don’t Allow Slackers to ‘Watch the Bay’

Your agency’s success depends on your ability to root out those employees who are not pulling their weight.

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LIMRA INSIGHTS

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Success in a ‘Customer First’ World

A greater focus on customer-centered business strategies could reap great rewards for the life insurance and financial services industries.

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MDRT INSIGHTS

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The Top Six Things Every New Advisor Should Know

Look for ways to get out of your comfort zone, continue to improve your practice and find new ways to reach clients.

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NAILBA INSIGHTS

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What Makes Advanced Producers So Advanced?

Focusing on solutions instead of products is a common denominator among top producers.

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NAIFA INSIGHTS

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Patience, Perseverance Help Advisor Make It to the Top

Understanding market dynamics and following the Golden Rule are among the factors that have paved the way to success for one NAIFA member.

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FSP INSIGHTS

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Back to the Future: Financial Intimacy

Despite the availability of advice online, research shows that consumers crave the human touch in financial decision-making.

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