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Issue: October 2018 See all issues

FEATURES

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Succession: Ready or Not

With so many agents and advisors aging out of the business, how are they planning for transitioning their practices? We look at some agency owners who are readying their successors for success.

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Hitting the Reset Button While Pursuing That Big, Hairy, Audacious Goal

Jocelyn Wright is transitioning from academia to focus on forming what she calls the agency of the future.

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LIFE

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The Gift of Life Insurance: How To Get Your Clients On Board

The gift of a life insurance policy can be a tool to teach financial responsibility to your clients’ children.

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ANNUITIES

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7 Ways Annuities Can Solve Your Clients’ Financial Problems

How to identify annuity sales opportunities lurking in the midst of your clients’ financial challenges.

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Commissions Vs. Fees: What’s Really The Client’s Best Interest?

Annuity commissions may have been given a bad rap in today’s best-interest-driven world. But are they really hurting clients?

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HEALTH

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The Surprising Trends Behind Today’s Disability Claims

The top 10 causes of disability are not always the things people worry about.

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FINANCIAL

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Three Buckets = A Simple Retirement Planning Strategy

A retirement plan that bridges the gap between accumulating funds and distributing them.

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BUSINESS

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3 Numbers You Aren’t Tracking (But Should)

What you need to know to discover the true return on investment of your marketing and your true bottom line.

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There Are No Little Things

An interview with Stephen M.R. Covey Big things come from small gestures. That’s part of the message Stephen M.R. Covey conveys to business leaders all over the world. In Part 2 of an interview with Publisher Paul Feldman, Covey explains how the details make the difference in winning clients’ trust.

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IN THE FIELD

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Hitting the Reset Button While Pursuing That Big, Hairy, Audacious Goal

Jocelyn Wright is transitioning from academia to focus on forming what she calls the agency of the future.

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LIMRA INSIGHTS

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Are Employers And Workers On The Same Page With Benefits?

Research finds that there’s room for advisors to add real value to benefits programs and efforts.

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MDRT INSIGHTS

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3 Lessons For Overcoming Obstacles To Success

Everyone experiences roadblocks in their careers, but there are ways to work around them and build a path to success.

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NAIFA INSIGHTS

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Manage Rejection And Keep Moving Forward

This advisor’s advice for handling rejection will come in handy as you deal with the many “no’s” you will likely receive from prospects.

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OTHERS

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Start With Continuity Planning

Before you can create a succession plan, you should have a continuity plan in place. It is a broader plan that accounts for everything that could interrupt the business.

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