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Issue: May 2017 See all issues

FEATURES

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10X Leader: It’s Your Turn

In this interview with InsuranceNewsNet Publisher Paul Feldman, Jay sketches out the roadmap that will lead you to achieving preeminence.

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Too Busy to Die

The rich, famous and talented are too wrapped up in continuing to be rich, famous and talented to take time for mundane tasks such as estate planning. Here is how advisors can get their sophisticated clients to slow down enough to make the tough decisions.

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LIFE

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Surrendering or Selling Brings Tax Consequences

When clients surrender or sell their life insurance policies, it is important that they have an understanding of the tax results of their actions.

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ANNUITIES

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Advisors Not Talking Annuities, Even Though Clients Want Income

Research shows that consumers want a lifetime income, but only 28 percent of advisors are talking annuities.

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VAs Outlook: Worse Before It Gets Better

Variable annuities have long been hot sellers for agents, but times have changed. Regulations and other pressures have squeezed the VA market. But the products aren’t likely to disappear, analysts say.

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HEALTH

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The 5 Biggest Myths and Hidden Truth About Disability and DI

Your clients may think disability happens to other people, but the odds of it occurring to them might surprise them into action.

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FINANCIAL

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Three Overlooked Questions That Can Affect a Financial Plan

Strengthen the advisor-client relationship by demonstrating the value of human analysis and a quality financial plan.

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BUSINESS

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Don’t Make a $50 Million Mistake

No matter how long you’ve been in the business, keeping an open mind to new ideas can open new paths to grow your practice.

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See all

10X Leader: It’s Your Turn

In this interview with InsuranceNewsNet Publisher Paul Feldman, Jay sketches out the roadmap that will lead you to achieving preeminence.

Read Article →

LIMRA INSIGHTS

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Striking the Emotional Spark That Leads to Buying Short-Term DI

LIMRA found that the major challenge carriers face is how to connect with employees emotionally to inspire them to purchase short-term disability insurance.

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MDRT INSIGHTS

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Help Clients Tame the Debt Monster

Your clients are unable to reach their financial goals until they face their debt and plan how they will eliminate it.

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NAIFA INSIGHTS

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You’re Only as Good as Your Team

A team that helps you support your clients’ needs during and after a sale is the magic ingredient for more sales, more generational business, more referrals, and nearly perfect client retention.

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AMERICAN COLLEGE

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Helping African-American Clients Bridge the Wealth Gap

African-Americans are lagging behind their white counterparts in retirement preparedness and wealth building. How the financial services industry is helping address this issue.

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