Life

Life insurance sales »

Marlene Satter
Top 10 fiduciary errors and how to avoid them
Article posted by Marlene Y. Satter
When fiduciaries make mistakes, they can be costly not just to the organization, but for the fiduciary personally. Here are 10 mistakes you'd better hope to not make.

More from Life insurance sales

Combo Products »

Stephen D. Forman (LTCA)
Your next LTCI sales idea: "The use it or lose it fallacy"
Article posted by Stephen Forman
For someone to argue that the recent deceleration in sales is the result of a use it or lose it feature is not only to fail to grasp today’s market dynamics, but also to misunderstand the very concept of insurance itself.

More from Combo Products

Life products »

Norm Trainor
How high performing salespeople persuade
Article posted by Norm Trainor
Are there qualities or attributes that enable the best salespeople to be persuasive? I have only been able to identify one.

More from Life products

Estate Planning »

Curtis Hawks
Reaching across generations
Article posted by Curtis Hawks MBA
While you should absolutely maintain a steady stream of new faces, there are several opportunities for you to grow based on the individuals you already work with. Referral sourcing is one way. Another way — and one greatly under-explored — is generational service; that is, retaining assets when the spouse of a client dies and taking on their children when both parents die.

More from Estate Planning

Life Settlements »

James Katzaman
It’s academic: Families want financial help for college
Article posted by Jim Katzaman
Pursuing college and higher education is still a dream for many American families. The number of families who need the planning and resources that a knowledgeable advisor can provide has never been higher. The more time you take to equip yourself to help more families, the closer you are to achieving your own entrepreneurial goals.

More from Life Settlements