The basic motivation behind the purchase of life insurance is love. People want to protect their loved ones, and one of the best ways to do that financially is with life insurance. This year’s theme is “A Promise Kept.” - based on the success of this new video. Be sure to share it with your clients and prospects.
Senate Bill 961 could also update a list of definitions used in connection with HIV testing.
Here are some selling points for what you see in the mirror.
Want to check in on your clients? Here are some ice breakers.
There's quantity. And then there's quality.
The president of the NAIC says that organization has a tool that can help.
Here are 13 stories that show why thinking carefully ahead of time matters.
An annuity sales executive makes the case for phone calls and face-to-face visits.
These prospects have some gray hair, and some assets.
What's the tax treatment for an annuity with a long-term care rider? Find answer to this and other key tax questions.
More clients are likely to see an annuity option in their 401(k) plans soon, so it's important they're informed.
We asked advisors what clients should know about this option, available to retirees who claim benefits after full retirement.
One estate planning door closed. You have the key for another one.
One possible way to get business: Talk to the clients who went away.
You may be snowed in, but that doesn't mean you can't be productive.
...and 4 other questions about the 2020 U.S. annuity market.
How to strengthen your client relationships in the new year.
The author objects to the idea that a diversified investment portfolio is highly likely to beat whole life.
Really, the most important one is the name of a great tax advisor. But here are some others to think about.
Along with sweeping retirement-planning changes, Secure allows 529 plans to be used to repay college loans.
An insurtech company executive makes the case that AI is here because, actually, you need it.
The author makes the case for standardizing what you say.
An often overlooked tool for helping children or grandchildren begin their savings program is the Roth IRA.
To get families talking, Lincoln Financial presented a social experiment.
Today, stock prices are high. That's not always true.
This can be a lonely time of the year or a bright time of the year. You decide.
Hancock already has policyholders with diabetes. The new program adds coaching. And discounts.
Older millennials experience more chronic health conditions than previous generations did at the same age.