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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.
Chris Marentis
10 characteristics of top lead-generating websites
Article posted by Chris Marentis
The best websites have a number of similar characteristics that you can apply to your own website.
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.
Dan McGrath
4 things about life insurance that the financial "experts" will never tell you
Article posted by Dan McGrath
Here are four simple reasons why you should have permanent life insurance in your portfolio (and please note that not one of the financial charlatans and soothsayers will ever tell you this).
Warren Hersch
7 trends that will change the way we sell life insurance in 2015
Article posted by Warren Hersch
To succeed in 2015, insurers and advisors will need to sell better online and simplify product offerings, says Ernst & Young’s Doug French.
Daniel Williams
Kim O’Brien retires from NAFA
Article posted by Daniel Williams
The champion of fixed annuities steps down after holding the position of president and CEO of the organization since 2004.
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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.
Dan McGrath
The invincibility mindset vs. the need for LTCI
Article posted by Dan McGrath
one thing is a fact of life — health happens. And when health happens, it does not care about our own personal goals and desires.
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.
Bridgette O
What are the HIPAA audits? How do they affect me?
Article posted by Bridgette O'Connor
The government is knocking on doors of agencies like yours to determine how well you protect the client information you store. Since 2013, you have been accountable for the security of this information, and the government is now enforcing that liability. The Department of Health and Human Services (HHS) plans to audit covered entities and business associates in 2015.
John L. Olsen, CLU, ChFC, AEP
In search of suitability
Article posted by John Olsen
Every advisor who sells financial products must wrestle every day with the concept of suitability. We may be (and should be) held accountable for demonstrating that the sales we make are appropriate and that they meet the needs of our clients. But how do we do that?
Harry Kierbow
5 reasons your practice needs to be on Facebook and how to get started
Article posted by Harry Kierbow
With over 1.35 billion active members (that’s billion, with a "B"), Facebook is the biggest party on the block. It saw an 80 percent increase in users over the age of 55 from 2011-2014. Want more? Here are more five facts that will convince you of the business value of Facebook.
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