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Issue: March 2011 See all issues

FEATURES

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Uncage Your Inner Guerrilla - An Interview With Jay Conrad Levinson

Jay Levinson was part of some of the most recognizable campaigns in advertising history, such as the Marlboro Man and the Pillsbury Doughboy. Then he shared his marketing smarts with the little guy and the revolution began!

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And Here's How I Sold That Big Case

Our intrepid Contributing Editor Linda Koco learns what it takes to crack the big cases—the diligence of a detective and the compassion of a counselor.

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LETTER FROM THE EDITOR

Find Your Sales Diamond In The Rough

We talk a lot about overcoming challenges because you face a myriad of obstacles every day. From federal regulation to tax law changes, to interest rate impact, to compliance, suitability and more.

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LIFE

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The Esop Insurance Opp

As the first boomers reach 65 this year, the ESOP market is on the verge of an unprecedented expansion as boomer business owners seek out tax-efficient ownership succession strategies.

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The Loyalty Sale

Some people might not be considered key people in a company, but they are key to the organization’s future. An insurance strategy can reward their loyalty.

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ANNUITIES

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A Double Dose Of Ltc

Clients can legitimately escape taxation on gains in existing annuities if they are exchanged for combination annuities and the gain is then paid out as an LTC benefit. It’s a double dose of health!

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Don'T Ever Sell Annuities

More people are turning to advisors because they are worried that the pathetic return on their investments will crimp their retirement style. The right answer might be an annuity, but saying so is the wrong way to go about selling an annuity.

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HEALTH

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Misperceived Benefits

Research shows workers, brokers and employers are failing to communicate in the benefits arena.

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FINANCIAL

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Why Stable Asset Funds May Be The Safest Investment Choice

Customers seeking a safer investment might prefer stable asset funds vs. the volatility of money market funds.

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BUSINESS

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What's Your Rq?

Find out how your clients rate your referral quotient to see their willingness to tell their friends about you.

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LIMRA INSIGHTS

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Employee Benefits Disconnect Is Black And White

With the advent of employee benefits nearly 100 years ago, employers began to ask themselves if employee benefits made economic sense for their bottom line. And for a growing number of employers

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MDRT INSIGHTS

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Getting The Most Out Of Life

shrinking population of commission-based producers and a burgeoning generation of fee-based advisors overseas—but that is also a growing trend here in the United States

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Study Reveals Ci Buyer Age Depends On Gender

Men tend to purchase individual critical illness (CI) insurance at a younger age than women, as found by the "2011 Critical Illness Insurance Buyer Study" conducted by the American Association fo

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Women Present A Growing Retirement Sales Opportunity

Women lack confidence compared to their counterparts when it comes to their retirement savings, with only 54 percent saying they feel confident they have saved enough to retire comfortably, as co

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Va. Man Convicted In Multimillion-Dollar Scheme

Danny Marks, Chesapeake, Va., received a jail sentence of two years and two months for conspiring to commit mail and wire fraud in a multimillion-dollar life insurance scheme, according to the U.S

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Fitting In-Plan Annuities Into 401(K)s Gains Popularity

Companies are increasingly considering or facilitating in-plan annuities to help employees take necessary actions to meet their retirement savings needs, reported Aon Hewitt after surveying 210 mi

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