When clients surrender or sell their life insurance policies, it is important that they have an understanding of the tax results of their actions.
May 2017 |
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An industry survey showed that life insurers need to accelerate the pace of change and innovation, but talent remains important to a company’s success.
April 2017 |
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A strategy that uses life insurance to create a legacy fund “bucket” can help protect some of your clients’ assets and provide a legacy for future generations.
April 2017 |
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Focusing on the policy’s probability of success, instead of the cost, will get your client to say yes.
March 2017 |
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Why a life insurance product became one of the most talked-about topics in the national sports media, and how you can apply this lesson to clients in your marketplace.
February 2017 |
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What a “lone wolf” life insurance producer can learn from the changing wealth management environment.
February 2017 |
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AIG executive offers ways to be more relevant, responsive and resilient in 2017.
January 2017 |
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Organizing your sales practices and providing your client with as much information as possible will help you grow your client and renewal base.
January 2017 |
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Offering a new type of paid-up addition would give permanent life insurance a new twist and give clients the best of both worlds.
December 2016 |
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Unclaimed property has been a focus of regulators and plaintiffs’ counsel for the past several years. Now shareholders of publicly owned insurers are jumping on the bandwagon, with mixed success.
December 2016 |
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