Right Now in the Industry


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.

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 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.