Life Insurance Awareness Month
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.
What Your Clients Want to Talk to You About
More than half of the ones who took a survey said they would like to discuss family members' finances.
9 Reasons to Call Your Client Right Now
The bad news: The Situation. The good news: There's plenty to talk about.
7 Reasons to Deliver a Zoom Webinar
Sure, everyone is doing them. The author says everyone is doing them because they work.
It Can't All Be for Nothing
The author looks at finding your 'why' In the advisory world.
COVID-19 Energizes Life Insurance Awareness Month 2020 Campaign
Brooke Shields is back as the spokesperson, and agents are already promoting the campaign on social media.
Selling Financial Safety Masks
Here are ideas about what to do when clients don't want to do the sensible thing, because.
Use Target (or Blanket) Marketing To Define Your Success
A financial services veteran says there's more than one way to choose your prospects.
How the Pandemic Is Impacting Women's Finances and Future
In some cases, falling income may create saving opportunities.
Young Consumers Have Noticed Life Insurance: MIB
Digital underwriting and the threat of COVID-19 led to a shocking increase in application activity.
Estate Planning, COVID-19 and Grandparents
Clients who are expecting may know they need advice. What about their parents?
3 Ways to Bridge Retirement Conversation Gaps
Here ideas about making sure that clients understand you, and that you understand them
Get More Referrals Without Asking — Prospecting in a Pandemic, Part 1
In the first of a four-part series, I look at why asking for referrals doesn't work and what to do instead.
5 Key Ways to Reduce Taxes in Retirement
Helping clients with financial planning during their retirement years is just as crucial as pre-retirement planning.
Clients' Real Risk Tolerance
An annuity specialist looks at how advisors can handle common mistakes in this area.
7 Things Your Client's Estate Plan Might Be Missing: Morningstar
Life insurance is often just one (important) piece of the whole.
How to Design a Better Retirement Plan
One factor is that higher-income people have different spending patterns.
How Becoming a Social Security Claiming Whiz Can Boost Your Practice
Claiming at the optimal time can increase lifetime benefits by tens of thousands of dollars or more.
Young Consumers Continue to Submit More Life Applications: MIB
Older consumers' application activity has been continuing to fall.
4 Ways to Build Client Confidence Now
A top Lincoln executive says a great place for you to start is by taking good care of you.
Into the Valley of the Lost Prospects
One place to find leads may be in the wilderness of your old lead files.
How Social Distancing Affects Advisors' Sales: LIMRA
If you feel like you're prospecting with mittens on, you're not the only one.
9 Approaches to Knockout Virtual Meetings
The key is to make the attendees' experience as easy and fun as possible.
Tips for Prospecting During the Pandemic
'You can't wait for the world to come back to face-to-face.'
How to Help Customers Navigate the Pandemic's Emotional Challenges
One way to build future sales may be to help people keep going now.
Symetra to Make 2 Women Sports Stars Its Spokescouple for the COVID-19 Age
Sue Bird and Megan Rapinoe shot the spots themselves, using an iPhone and an iPad.
It's Time to Revisit Those Aged Leads
The cheapest leads you can get are the ones you already have.
5 Lessons Rookies Learn and Veterans Forget
How did you get your best clients? Do you still do those things?
Lining Your Client Up for the Retirement Savings Field Goal
The author has ideas for coaching people through a time of uncertainty.
Today Is Your Disability Insurance Reality Check
Many clients have little or no protection for their ability to earn a paycheck.
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.