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Tools to Build Business:

Exciting News from UUI

We now offer the Promise Term Portfolio from Pacific Life Lynchburg!


Promise Term Fact Sheet   Pacific Life & Genworth FAQ

5 Prospecting Methods That Really Work

While there’s no silver bullet to make prospecting a breeze, these are the methods your peers say really work.

Why Advisors Need to Be Working With Gen X: The Worried Generation

A Scottrade study found that 83% of Gen Xers say they are likely to seek professional advice about retirement planning.

5 Key Ideas for New Insurance Agents

Wondering where to start? Try this article

'Disability Insurance Is Too Expensive... and I'm Invincible'

Maybe you've protected that client against a stock market downturn. What about a crippling stroke?

3 Essential Steps to Getting Out of a Sales Slump

Having trouble getting the right people to buy the right annuities? You can fix that.

5 Mistakes That Could Derail Your Clients’ Retirement

About half of U.S. adults have not even tried to estimate how much money they'll need to retire.

Life Insurance Can Be a Great Retirement Planning Tool

It can protect clients against dying too soon, and it can help solve many other problems.

Individual Disability Insurance Can Help Family Caregivers

A common, but under-used, protection product may be able to do more than you think.

Social Security Survivor Benefits: Don’t Just Survive, Maximize

The extra funds overlooked in survivor benefits can mean the difference between living in poverty and relative comfort for many clients.

Prepare Your Clients for These 5 Life Events

Retirement planning is far from the only component of a robust financial plan.

Embrace Confrontation

Having difficult conversations, in a constructive way, can help your practice.

3 Ways to Get Life Insurance Clients to Buy Enough Coverage

The clock is not a potential life insurance purchaser's friend.

7 Tips for Success From 500 Top Financial Professionals

The path to higher life and annuity sales may start with an effort just to be a great person.

Retirement Planning Is Exciting: Consumers

U.S. adults ages 30 through 74 may prefer retirement planning to travel budgeting, according to a survey by Lincoln Financial.

New Florida Law Affects Life Policyholders Who Want to Change Policies

The new law, based on HB 1077, includes amendments backed by the Life Insurance Settlement Association.

How to Fill the Disability Coverage Gap for Doctors with High Income

Many doctors are finding a serious gap between the benefits of traditional disability and the replacement of their true income.

How Advisors Can Help Prevent Wealthy Families from Losing It All

In the book, “More Than Money,” Michael Cole tells how advisors can retain clients over generations.

Fixed Index Universal Life Can Diversify Your Product Roster

Some clients may want more flashy base stealers. Some may prefer to add slow-and-steady catchers.

Trust Planning with Annuities

Here's a tool that may help you build relationships that cross generations, and professional silos.

Americans Look to Family to Help Fund Their Retirement - survey

Millennials who are counting on an inheritance may be in for a rude awakening.

Reaching the Middle Market, Part 2: How to Make Yourself Heard

The trick is to get the attention of consumers who think Google and Facebook have all the answers.

Reaching the Middle Market, Part 1: Why You Need a Strategy

There are plenty of 'them' out there, but they come in many different varieties - and sub-varieties.

Beware the Working Retirement Tax Penalty

The question of how income from working in retirement affects the taxes of clients who are also claiming Social Security benefits is a tricky one.

To Boost Disability Insurance Sales, Add Sunshine

Product pricing is complicated, but a quote tool can give you and your clients something to talk about.

4 Ways to Overcome Media-Driven Annuity Misconceptions

Annuities are designed to reduce risk. How do you help clients understand that?

After “Yes,” Holding It All Together

Just keeping quiet may put the client in the mood to back out.

My Favorite Retirement Tool

The most important product a financial professional can offer may be awareness.

How Advisors Can Help Clients Age in Place

As clients age, staying in their homes may require significant upgrades.

Modified Endowment Contracts and the 7-Pay Test

The rules can lead well-meaning clients without good advisors into tax-rule maze.

Census Table Shows 37-Year-Olds Are Great Prospects

A new spreadsheet gives 2016 population estimates by single year of age.

Addressing the Myths of Long-Term Care

When it comes to LTC protection, it’s time to know the myths, master the facts, and have the conversation.

Help Clients Avoid the Double-Edged Risk of Waiting

A marketer talks about how to offer linked-benefit LTC products to younger clients.

Brighthouse Financial Unveils First Major TV Commercials

The MetLife unit hopes to establish the importance of predictability in retirement.

Consider Fixed Annuities for Your Client’s Fixed-Income Portfolio

For the right clients, the author writes, fixed annuities may offer many advantages over bond funds.

5 Uses for Life Insurance That Most People Haven't Thought Of

For your clients and prospects, your bread and butter may be as mysterious as nuclear physics.