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StephanLeimberg
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.
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.
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.
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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.
National Underwriter
2015's 50 best ways to generate leads: 11-20
Article posted by LifeHealthPro
The secret to lead generation, educational workshops and a focused target market are among the top tips in today's list.
National Underwriter
2015's 50 best ways to generate leads: 21-30
Article posted by LifeHealthPro
Networking groups, free lunches and the federal government make their way onto the lead generation list for today.
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