Selling
Strategies for selling insurance, including ideas and data financial professionals can use to close more life insurance and annuity sales.
New York's Annuity Replacement System Is Too Slow, Lawmakers Say
By Allison BellTheir reasoning may spell trouble for product comparison requirements at the purchase stage.
April 16, 2025
The Homeowners' Insurance Crisis Hits High-Net-Worth Clients, TooSome might ask you for ideas about where to get help.
February 28, 2025
Helping Clients Understand Tax StrategiesThe right picture can communicate a lot.
February 24, 2025
You Already Know EnoughMaybe you should study less and just do more of the right things.
February 18, 2025
The Showdown Over TaxesCongress seems likely to save key TCJA provisions, but it won't be easy.
February 13, 2025
A New Federal Employee Market Is Coming to Life NowYou give advice. Workers facing sudden change need advice.
February 13, 2025
Solving a Long-Term Care Insurance Premium Payment ProblemAn agent looks at how two months of frustration ended with a sudden victory.
February 12, 2025
Humana Posts $862M Net Loss for Q4But it reported $1.7 billion in net income for 2024, and Medicare drug plan enrollment increased.