May is DI Awareness Month

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6 Reasons the Average Person Always Needs Insurance

There are many reasons why making sales is more difficult, and many why the need is still there.

Unwrapping the Details of CARES Act RMD Waiver

One important constraint is the one-IRA-rollover-per-year rule.

Acting, Not Reacting, During the Pandemic

Feel as if you're trapped in a bad horror movie? Maybe you should add yourself to the plot.

How Insurers, and Agents, Can Keep Critical Illness Insurance Sales Growing

The head of a critical illness insurance group talks about how he sees the product's future.

No Snoozin' for You (If You're Essential): Treasury Secretary

Steven Mnuchin implies that avoiding stay-at-home restrictions comes with duties.

Why Life Insurance Is Too Often Overlooked

Think about what that kind of gap means during a COVID-19 lockdown.

8 Knockout Approaches to Virtual Networking

Here are ideas about how to still be you, in a new way.

10 Ways COVID-19 Is Affecting the Life and Annuity Distribution World

One effect is that consumer interest in hearing about life insurance seems to have increased.

Keep Calm and Carry On (With Your Practice)

What can insurance agents do during a pandemic? Plenty.

4 Lead Generation Mistakes That Cost You a Fortune

A longtime sales coach shares his ideas about how agents can grow their own prospects.

Life Insurance Does Cover Pandemics: NAIC

The regulator group has developed a guide to Covid-19 insurance.

What If Covid-19 Keeps Clients from Working?

The outbreak may get clients, and advisors, thinking more about disability planning.

Pandemic Ready: What Your Clients Need from You

What's going on out there is why you're here.

Stop Selling Life Insurance — No One Wants It!

But, people do want other things.

Why Succession Planning Matters

It's best to think about team members as next-gen owners early on and groom them to become your successor over time.

What Customers Want to Know About Salespeople Before They Buy

Here are 12 questions you can use to prepare for action.

4 Tips for Advising Military Veterans in Retirement

This can be a chance to give back and serve those that have served us for so long.

Caregiving and Long-Term Care, for a Loved One: Lessons Learned

A financial services professional reports on some of what he's learned from being a caregiver himself.

California May Restrict Use of HIV Status in Life and Disability Underwriting

Senate Bill 961 could also update a list of definitions used in connection with HIV testing.

Why the Average Person Needs an Insurance Agent

Here are some selling points for what you see in the mirror.

12 Timely Topics for Client Conversations

Want to check in on your clients? Here are some ice breakers.

Shared Experiences Build Better Advisor Relationships

There's quantity. And then there's quality.

When Your Client Can't Find a Loved One's Life Insurance Policy

The president of the NAIC says that organization has a tool that can help.

The Biggest Estate Planning Blunders of All Time

Here are 13 stories that show why thinking carefully ahead of time matters.

3 Tips for Selling Annuities In 2020

An annuity sales executive makes the case for phone calls and face-to-face visits.

Meet 'The Young Old'

These prospects have some gray hair, and some assets.

10 Annuity Tax Facts You Should Know

What's the tax treatment for an annuity with a long-term care rider? Find answer to this and other key tax questions.

Secure Act's 401(k) Annuity Options: The Pros and Cons

More clients are likely to see an annuity option in their 401(k) plans soon, so it's important they're informed.

Should Clients Take a Lump-Sum Social Security Payment?

We asked advisors what clients should know about this option, available to retirees who claim benefits after full retirement.

Life Insurance and the Demise of the Stretch IRA

One estate planning door closed. You have the key for another one.