Article Library

Most Viewed Articles

10 things to know about whole life insurance
Article posted by Stephan R. Leimberg
Learn the advantages, disadvantages, tax implications and alternatives to whole life insurance, all in one handy guide.
Kelly Moser
What the Seattle Seahawks can teach you about selling insurance
Article posted by Kelly Moser
As the wife of a dedicated Packers fan, I probably shouldn’t be writing this, but I think there are quite a few things the Seahawks can teach insurance professionals, especially in regard to selling disability insurance.
John L. Olsen, CLU, ChFC, AEP
6 things advisors should know about QLACs
Article posted by John Olsen
If your clients aren't asking these questions yet, they will be very soon.
National Underwriter
2015's 50 best ways to generate leads: 41-50
Article posted by LifeHealthPro
Advisors need great leads to generate new business. Follow these tips to make 2015 your best year.
Anton J. Anderson
Why financial advisors don’t get referrals from CPAs
Article posted by Anton Anderson
There is a common misconception in the financial planning industry that CPAs need and want to refer their clients to financial advisors, but the referral model is an unattractive option for CPAs, and as a result, very rarely works as well as financial advisors are lead to believe.
National Underwriter
2015's 50 best ways to generate leads: 31-40
Article posted by LifeHealthPro
Auto referrals, centers of influence, a client sales force and birthdays are among the lead generation ideas on tap today.
More Articles

Most Recent Articles

Vanessa De La Rosa
Landing the annuity sale: 34 expert tips
Article posted by Vanessa De La Rosa
Annuities can be a tough sell. Check out what these annuity experts have to say about marketing to prospects and securing sales despite the products' bruised reputation.
Tom Vassallo
The role of predictive analytics in insurance carrier distribution systems
Article posted by Thomas Vassallo
While guaranteed-issue open enrollment policies can be profitable, they are not as efficient as a fully underwritten policy. We are much more efficient in supporting and training our prospective and new agents when we have an “underwriting guide” and can effectively rate them.
Nichole Morford
Here's why half of financial executives say Google or Amazon could change the way we buy life insurance
Article posted by Nichole Morford
Will a tech giant start selling life insurance? Probably. And it might just be a good thing.
National Underwriter
2015's 50 best ways to generate leads: 1-10
Article posted by LifeHealthPro
Combo policies, tireless prospecting strategies and dynamic marketing are three tips that experts say help them gain good leads.
Roccy Defrancesco
Florida Supreme Court goes after the unauthorized practice of law
Article posted by Roccy DeFrancesco
Many insurance agents and financial planners offer to draft living trusts where they not only give advice for a fee on what a client should do, but they actually draft the documents just as though they were attorneys. While there are a few states that allow this, most states frown upon it; and now Florida has specifically outlawed it.
Timothy T. Lawler, CLU
Painless life insurance policy donations
Article posted by Timothy Lawler, CLU
In a perfect world, donating a life insurance policy to charity would be an instantaneous and painless transaction. Although these payments are tax-deductible, it is still a fairly onerous process that should be hassle-free. Now, it can be.
More Recent Articles