September is Life Insurance Awareness Month, and the campaigns have already begun. We've gathered information and materials from our carriers and Life Happens so you can spread the word...and we'll continue to add materials as it comes in.
More than half of the ones who took a survey said they would like to discuss family members' finances.
The bad news: The Situation. The good news: There's plenty to talk about.
Sure, everyone is doing them. The author says everyone is doing them because they work.
The author looks at finding your 'why' In the advisory world.
Brooke Shields is back as the spokesperson, and agents are already promoting the campaign on social media.
Here are ideas about what to do when clients don't want to do the sensible thing, because.
A financial services veteran says there's more than one way to choose your prospects.
In some cases, falling income may create saving opportunities.
Digital underwriting and the threat of COVID-19 led to a shocking increase in application activity.
Clients who are expecting may know they need advice. What about their parents?
Here ideas about making sure that clients understand you, and that you understand them
In the first of a four-part series, I look at why asking for referrals doesn't work and what to do instead.
Helping clients with financial planning during their retirement years is just as crucial as pre-retirement planning.
An annuity specialist looks at how advisors can handle common mistakes in this area.
Life insurance is often just one (important) piece of the whole.
One factor is that higher-income people have different spending patterns.
Claiming at the optimal time can increase lifetime benefits by tens of thousands of dollars or more.
Older consumers' application activity has been continuing to fall.
A top Lincoln executive says a great place for you to start is by taking good care of you.
One place to find leads may be in the wilderness of your old lead files.
If you feel like you're prospecting with mittens on, you're not the only one.
The key is to make the attendees' experience as easy and fun as possible.
'You can't wait for the world to come back to face-to-face.'
One way to build future sales may be to help people keep going now.
Sue Bird and Megan Rapinoe shot the spots themselves, using an iPhone and an iPad.
The cheapest leads you can get are the ones you already have.
How did you get your best clients? Do you still do those things?
The author has ideas for coaching people through a time of uncertainty.
Many clients have little or no protection for their ability to earn a paycheck.
There are many reasons why making sales is more difficult, and many why the need is still there.
One important constraint is the one-IRA-rollover-per-year rule.
Feel as if you're trapped in a bad horror movie? Maybe you should add yourself to the plot.