Life

Life insurance sales >>

John L. Olsen, CLU, ChFC, AEP
Does your firm have a threat assessment committee?
Article posted by John Olsen
When weaknesses are identified and appropriate strengthening measures are applied, those measures will not merely reduce a firm's vulnerability to attack; they will also reinforce the firm's primary mission, which is (or should be) “to produce an increasing volume of suitable product sales and thus help our clients to achieve their financial objectives”.

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Life products >>

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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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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