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Issue: July 2018 See all issues

FEATURES

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How to Make Your Clients Retire Happy

Tom Hegna is on a mission to help save retirement, and he wants you to warn clients of their retirement risks. Hegna, the industry’s leading retirement expert, tells Publisher Paul Feldman that advisors who are not talking about insurance to protect their clients’ retirement are not looking after their clients’ best interests.

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Hall of Fame, Fall of Shame

The biggest sports stars are known for drawing large crowds inside the arena and living large outside it. Here are stories of how young athletes coped with sudden, massive wealth.

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LETTER FROM THE EDITOR

Entrusted With Security

Retirement was a rotund, self-satisfied guy in a suit, puffing an enormous cigar. Well, that’s what it looked like when I was in college.

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LIFE

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Fallacies In The Term/Perm Debate

Taking a new look at the life insurance needs analysis in the context of popular misconceptions.

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Determining The Ideal IUL Prospect

It is the blurring of lines between investments and insurance that makes indexed universal life so attractive to certain types of prospects.

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ANNUITIES

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Is Bigger Better When It Comes To LIBR Pricing On Indexed Annuities?

The complexity of lifetime income benefit rider pricing creates the illusion of a better product.

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HEALTH

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10 Ways You Can Take The Pain Out Of Disability Claims

Clients who are injured or ill depend on you to smooth the way when the time comes to file a claim.

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FINANCIAL

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Why Robo-Advisors Will Enter The ‘Plateau Of Productivity’

The industry must find ways to integrate robo-advisory technology with the human elements clients want in their advisors.

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BUSINESS

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What Financial Services Can Learn From Disney World

Drip marketing is no substitute for delivering a great sales experience.

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How to Make Your Clients Retire Happy

Tom Hegna is on a mission to help save retirement, and he wants you to warn clients of their retirement risks. Hegna, the industry’s leading retirement expert, tells Publisher Paul Feldman that advisors who are not talking about insurance to protect their clients’ retirement are not looking after their clients’ best interests.

Read Article →

LIMRA INSIGHTS

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Wearable Technology Presents Opportunity For Insurers

It is now possible for a wealth of information to be at an insurer’s fingertips, equipping advisors with a better understanding of potential client needs than ever before.

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MDRT INSIGHTS

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Community Programs Need Advisors’ Skills

Advisors are in a good position to take the skills that make them successful in business and use them to better the communities in which they live.

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NAIFA INSIGHTS

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What Makes Advisors Great?

A key attribute is their recognition of the value of political advocacy and their willingness to get involved.

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