Issue: July 2016 See all issues


See all

Sales Ideas That Work Now

Do the classic sales methods still work in the Internet Age? Here’s a look at how today’s advisors are taking the sales lessons of yesterday and making them relevant for a new generation of clients.

Read Article →

The Science of Selling

Al Granum, who died at 91 in January 2014, left behind a system for selling insurance that remains universally accepted and is still used today

Read Article →


See all

Follow the Right Road Map to Guide Clients to IUL

The road to attaining sufficient retirement income can be potholed by rising inflation, taxes, soaring medical expenses and long-term care costs. Indexed universal life insurance can help smooth the ride...

Read Article →

How to Move On Up to the Advanced Market

The advanced markets provide an opportunity for you as an agent to increase your skill set by learning new sales concepts, and they open up a potentially lucrative new prospect pool...

Read Article →


See all

A ‘Saw-Tooth’ Pattern to Cut Risk, Increase Returns

Three strategies to increase the total return and minimize risk to an individual retirement account after required minimum withdrawals have begun...

Read Article →


See all

Group-to-Individual Migration Spurs Private Exchange Growth

Recent data shows that the shift away from group to individual health insurance coverage is underway, but is occurring at a slower rate than many experts predicted...

Read Article →


See all

Tax Code Changes Can Spark a Client Conversation

Buried within the tax code are a number of changes that can prompt a discussion with clients and position you as a valuable resource...

Read Article →


See all

OK, I’m on LinkedIn — Now What?

With 400 million users, LinkedIn is a giant database just waiting for you to slice and dice to find the right prospects and turn these online connections into clients...

Read Article →
See all

Pain Vs. Gain Part 2: How Direction Drives Sales

Buyers are motivated by one of two things: pain or gain. How do you use that motivation to your benefit? Dan Seidman, author of The Ultimate Guide to Sales Training, explores how to differentiate the two types of buyers and use their motivation as part of a larger sales process.

Read Article →


See all

How To Get Robo-Advisors to Work For You

The financial advisor business model will evolve to keep pace with technology as advisors look to include technology-driven alternatives in their practices...

Read Article →


See all

5 Ways to Teach Your Clients How to Be Your Happy Advocates

Incorporating referral building into your regular activities will make it easy for your clients to bring people to your door...

Read Article →


See all

Advisors Defend Clients’ Real Best Interest in Fighting DOL

Behind the scenes of a client’s happy retirement is a contingent of advisors working more subtly to address laws and regulations that could derail the client’s financial plans...

Read Article →


See all

Ride-Sharing Services Changing Lives of Those With Special Needs

Innovations in technology will touch those involved in planning for the economic security of people living with special needs...

Read Article →

Featured Offers

  1. Discover how to add millions to your AUM

    Top securities rep reveals exactly how you can grow your practice and add millions to your AUM.

  2. New Episodes of IGNITE with Paul Feldman are live!

    The greatest minds on the planet reveal how to ignite exponential growth in your business.

  3. Prospecting is easy if you have the right door openers.

    Find out why our life and annuity agents always have a captive audience.

  4. Customize your clients’ plan with the Income Assured Option

    Kansas City Life Insurance Company offers a unique Income Assured Option enhancement

  5. Close more term life than you ever thought possible

    A new term life product that’s being called the new gold standard in living benefits life insurance.

  6. Optimize a legacy in one premium with North American!

    Easy tell. Simple sell. Legacy Optimizer IUL life insurance is easy to understand. View White Paper.

  7. Maximize a legacy in one premium with Midland National!

    Easy tell. Simple sell. XL Heritage IUL is life insurance everyone can understand. View White Paper.

  8. Sell more IUL quicker and easier than ever before

    Get access to a riveting video that gets clients excited about IUL before you even meet with them!

  9. How to run effective retirement workshops for free

    Scrap the dinners and direct mail. These retirement income workshops are more effective and free!

  10. Get Your Hands on this Outstanding Final Expense Product

    Two otherwise ordinary producers wrote 1.2 million in 90 days after offering it to their clients.

Advertise with us