How to Connect With People, Not Just Their Money
How to hit it off with clients right from the get-go? Ask about their personal history. “Arrange the conversation to...
life insurance
15 States Where Social Security Survivor Benefits Leave Biggest Gap
Start Slideshow When a spouse in an American family dies, the loss of that person’s income can be a life-changing...
Life Settlements Plus Orphaned Policyholders: A Win-Win
What You Need to Know Some are orphaned because agents left the business. Some are on their own because agents...
What Are the Top 5 Questions You Should Ask Before Buying an Insurance Policy?
Introductions When it comes to securing your financial future, one of the most important decisions you can make is purchasing...
Some Life Insurance Producers Might Need Planners: Survey
Financial advisors could find pockets of demand for their services at life insurance agencies. About 14% of independent life insurance...
Higher Rates Rocket Fixed Annuities to New Sales Growth Dimension
Details LIMRA is a Windsor, Connecticut-based research organization that’s part of LL Global, a consortium owned by life insurers and...
Succession Planning Is Not Just for Retirement: FINRA Execs
What You Need to Know The increasing number of representatives at or approaching the traditional retirement age of 65 has...
NYSE Mayhem Traced to Staffer 700 Miles Away
More than 700 miles from Wall Street, the New York Stock Exchange’s backup data center on Cermak Road in Chicago...
Do This Instead of Moving Up Market: Skip Schweiss
The RIA industry has experienced tremendous growth over the past several decades, but its professionals risk losing relevance (and revenue) if...
How Secure 2.0 Act Helps Workers With Student Loans
What You Need to Know Beginning in 2024, employers will be entitled to make matching contributions to their retirement plan...
