Life Insurance

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Life Insurance Benefits the Living

Death benefits may be the most commonly associated feature of life insurance, for both financial advisors and clients. However, there are many benefits of life insurance that clients can take advantage of now.


Fixed Annuities Give Consumers Confidence

There’s a good chance many of your clients are experiencing worry over retirement. Such a significant life transition is bound to come with feelings of apprehension, and it’s typically the financial side of things that gives clients the most pause.


Disability Insurance Isn’t Just For Catastrophic Events

Many people view disability as something that happens suddenly, something that happens after car accidents, a disastrous sports injury or a disease that spreads and immobilizes quickly. 


Help Clients Develop a Comprehensive Succession Plan

It’s never easy to discuss the end of a client’s life, and it can be particularly difficult to navigate the topic of business succession planning.


Technology Is Changing The Way You Should Sell Insurance

The Internet is creating a new sales environment that demands you, as a financial professional, have an online presence. In the past, selling financial and insurance products relied on making a great first impression with potential clients and building relationships. You focused on meeting new clients through referrals and cultivating a strong reputation within your community and industry. 


Making Internal Efficiency a Top Priority in 2015

Though the U.S. is moving out of the recession and welcoming a stronger economy, many insurance professionals like yourself are still figuring out how to provide superior services while on tight budgets. The insurance industry is in the midst of an “out with the old, in with the new” movement, and part of reigning in a new era is increasing the efficiency of your internal processes. 


4 Ways to Stay Ahead of Your Competitors in 2015

Every year is a new year when it comes to what retirement advisors can expect from their clients, potential sales and the market. This year is no exception, and many variables such as technology and life expectancy are already shaping 2015. While some trends come and go, staying on top of these changes is the only way to improve your sales process year after year and grow your business.


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