Article Library

Indexed universal life: Flexibility for all phases of life
Article posted by Cal Burgess
Let’s take a closer look at how indexed universal life insurance can be a fit for each phase of a consumer’s life: introduction, accumulation and preservation.

4 potential scenarios for the future of the estate tax
Article posted by Julius Giarmarco
The fate of the federal estate tax likely lies in the results of the next election. Here are the most probable scenarios.

What can producers learn from Apple?
Article posted by Nic Arters
Many agents have those amazing products that can take them to untamed financial success, but marketing is always an issue. Let's take a look at what Apple did over the last decade with their marketing and see how it translates to you.

5 ingredients of superstar insurance professionals
Article posted by Jeremy Nason
If you want to be a survivor and enjoy long term success in this industry, you're going to have to make some major changes. You can no longer afford to be just an insurance agent selling insurance or a financial advisor selling investments; you must become a true sales professional.

In the beginning was the first five minutes
Article posted by Steve Lewit
Everything has a beginning. And many believe, as I do, that how you begin something will determine how it ends. Unfortunately, in traditional selling, we have been taught that the end, the close, is the most important part of the selling process.

Re-thinking social media: in response to skeptical financial professionals
Article posted by Amy McIlwain
In recent months, there have been a series of articles denouncing the effectiveness and utility of social media for financial professionals. While these articles posit some interesting and convincing claims, there are deeper factors to consider before discarding the undeniable benefits of social media.

Selling more by selling less
Article posted by Steve Lewit
Let's break selling into two components — the desire to make a sale and the process of making a sale.

High touch in a high-tech world
Article posted by Steven Plewes
With the countless technological mediums you can use to communicate today, the challenge lies in being conscious of the need for face time with your clients and prospects.

Marketing 101
Article posted by Tony Orr
To be successful in this business, producers need a hook to attract new clients. So, what are some of the successful and yet inexpensive marketing strategies (hooks) that are currently being used by top producers?

Fla. consumer protection disclosure bill for life insurance owners to convert policies to LTC benefit plans
Article posted by Chris Orestis
Center for Economic Forecasting and Analysis estimates annual savings from policy conversions over $150 million to Florida Medicaid and tax payers.

Creating and implementing an email drip system
Article posted by Hank Glass
I have been told that for the next 20 years about 10,000 boomers will be retiring each day. As an advisor in 2012, this is your new demographic. You need to ask yourself, what makes these prospective clients different from the traditional senior generation?

Comparing critical illness and disability insurance: a perfect marriage
Article posted by Edward Mueller
This article provides a primer on critical illness insurance and disability insurance and explains how they can best be combined for your clients' benefit.