Life

Life insurance sales >>

Alanna Ritchie
Advisor tips for working with mobile millennials in the job-hopping market
Article posted by Alanna Ritchie
Millennials possess a retirement and insurance void created by job instability, the need for self-discovery and the transience of belonging to a generation compelled to start over and over and over again.

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Life products >>

George Shave
Is the fixed annuity market like playing Russian roulette — and will you get hurt?
Article posted by George Shave
Carriers are playing with fire in their next generation of products, getting further away from the basic value proposition of fixed indexed annuities. It's a game of Russian roulette; only in this game, the gun is loaded with multiple bullets. Eventually, the gun goes off and there are casualties. Will you be among them?

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Estate Planning >>

Vanessa De La Rosa
Q&A with five of the most successful advisors in the industry
Article posted by Vanessa De La Rosa
Here’s a recap of what the five Advisor of the Year finalists had to say about education, holistic planning, inflation, annuities, work-life balance, the biggest challenges to the industry and how they’ve become so successful in their practices.

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Combo Products >>

Dick Reynolds, CLU
Are you missing out on life (sales)?
Article posted by Dick Reynolds, CLU
Many agents work in markets selling annuities or Medicare products where prospects miss out on a life product they would have actually bought had the agent known to ask a couple of simple questions.

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Life Settlements >>

Vanessa De La Rosa
6 celebrity estate planning lessons from 2014
Article posted by Vanessa De La Rosa
Take a look at these six celebrities’ estate plans from 2014 and see who prepared well and who could have planned better to secure their final wishes for their fortunes and loved ones.

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