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Issue: September 2017 See all issues

FEATURES

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10X Your Online Marketing

An interview with Jeremiah Desmarais Digital marketing is transforming the way advisors do business. But how do you get started? Jeremiah Desmarais has helped more than 100,000 agents see results in the digital marketing space. Jeremiah tells Publisher Paul Feldman how you can use digital marketing to see spectacular sales results.

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Signs of Life

LIMRA data shows that the life insurance market has stabilized since the economic tumult of the 2000s, but this Life Insurance Awareness Month finds companies and advisors cautiously stepping ahead.

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LIFE

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The Right Life Insurance for Each Stage of the Business Cycle

All business owners go through a life cycle, and their life insurance needs change as the business grows and evolves.

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How Asking the Right Questions Resulted in a Big Case

A good referral, combined with matching up the right benefits for the prospect’s needs, led to a million-dollar sale. Knowing what questions to ask didn’t hurt either. Here’s how it all came together.

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ANNUITIES

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Is It Time for Safety-Seeking Clients to Look at Fixed Annuities?

A look at how fixed annuities stack up against bond mutual funds.

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Research Tools Helping Agents Comply With DOL Rules

New annuity research tools will help advisors demonstrate that their recommendations are in the best interest of clients.

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HEALTH

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How Much Critical Illness Coverage Is Enough for Workers?

Critical illness coverage offered through the workplace is significantly more affordable for employees than buying it on their own. How you can help your employer clients determine the right amount for their workers.

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FINANCIAL

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A Retirement Portfolio for Clients Who Can’t Retire

How does an advisor plan for the client who wants to work in retirement? Such a plan can improve the retirement outlook, but the pitfalls include unrealistic expectations.

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BUSINESS

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8 Simple Ways to Get More (and Better) Client Referrals

Advisors are often reluctant to ask for referrals and clients are uncomfortable giving them. How to break the deadlock.

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See all

10X Your Online Marketing

An interview with Jeremiah Desmarais Digital marketing is transforming the way advisors do business. But how do you get started? Jeremiah Desmarais has helped more than 100,000 agents see results in the digital marketing space. Jeremiah tells Publisher Paul Feldman how you can use digital marketing to see spectacular sales results.

Read Article →

LIMRA INSIGHTS

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Turn Those Clichés Around and Grow Your Practice

By flipping the assumptions about life insurance, you can help prospects make an informed decision about buying the coverage that’s right for them.

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MDRT INSIGHTS

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Steering Your Clients Toward Permanent Life

A well-planned permanent life insurance policy could be the key to a family’s present and future financial stability.

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NAIFA INSIGHTS

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The Business Case for Having a Culturally Diverse Workforce

The ability to reach new markets is a major reason many companies are trying to attract and retain culturally diverse advisors.

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AMERICAN COLLEGE

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‘Passing the Hat’ Is No Substitute for Planning

More people are using crowdfunding sites to take the place of life insurance to pay for funeral and burial expenses.

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