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Nichole Morford
Do you know these 13 annuity terms?
Article posted by Nichole Morford
For many, annuities are shrouded in mystery — but they don't have to be.
Kathryn Mayer
Top 5 voluntary products by sales (2014)
Article posted by Kathryn Mayer
Here are the top five voluntary products, by sales, according to Eastbridge data.
Nick Paleveda MBA J.D. LL.M
The top 5 life insurance plans every insurance agent must know
Article posted by Nicholas Paleveda MBA J.D. LL.M
​This year I will be speaking in New Orleans on October 3-5th at the NAIFA Annual Conference on the top five life insurance plans every insurance agent must know. Last year, there were 1,700 producers at the Conference. Without giving away the farm, here are the topics:
Stephen D. Forman (LTCA)
Your next LTCI sales idea: "Dog bites man"
Article posted by Stephen Forman
We must be our own bullhorns. It's incumbent upon each of us to focus on the positive, both in our lives, our professions and for the industry of long-term care to which we devote ourselves so passionately. Our clients and policyholders deserve nothing less from us.
Emily Holbrook
5 ways to drive employee benefit participation
Article posted by Emily Holbrook
So how can employers help employees better understand benefit options and suitability – and therefore increase enrollment even further? Read on to find out.
Ed Slott
7 ways you can mess up your required minimum distribution
Article posted by Ed Slott
Here are seven RMD mistakes you should avoid at all costs.
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Most Recent Articles

Nichole Morford
100 best sales & marketing ideas: 51–60
Article posted by Nichole Morford
The secret to getting better referrals is simpler than you might think.
kstartt
Does rolling the dice put retirement income on ice?
Article posted by Kevin Startt
We use many parables, stories, object lessons, and metaphors to help explain complex financial instruments, and the utilization of a set of dice helps explain exactly what our clients might expect from an index annuity after rolling their money over from a 401(k) plan to an IRA rollover using a pension-like stream of income.
marlin0a1b25
To sell more permanent coverage, stop selling death insurance
Article posted by Marlin Bollinger
Together, we can embark on a campaign to expose potential clients to the products and services they truly deserve from the life insurance industry.
Nichole Morford
100 best sales & marketing ideas: 61-70
Article posted by Nichole Morford
Texting makes life (and prospecting) easier and more efficient.
Nichole Morford
100 best sales & marketing ideas: 71-80
Article posted by Nichole Morford
Here's how to refresh your sales routine: Document your successes, befriend a devil's advocate and become a branding strategist.
INERTIA - ASG
Four reasons most retirement income plans are pure fantasy
Article posted by Mike Padawer
The advisory community continues to ignore the most basic expenses their clients will face in retirement. There are four primary reasons.
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