Life

Life insurance sales >>

Anton J. Anderson
Connecting with CPAs — the new reality
Article posted by Anton Anderson
Look for ways inside your practice to build this type of team-based relationship with your clients and other professionals. Even if you aren’t the “most trusted advisor,” you can still benefit from an increased closing ratio, more efficient model and additional planning opportunities.

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Life products >>

Warren Hersch
In a low rate environment, pushing product isn’t an option
Article posted by Warren Hersch
Life insurance companies will need to better manage interest rate sensitivity by redesigning their products.

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Estate Planning >>

Roccy Defrancesco
Companies are dumping caps on EIUL renewals
Article posted by Roccy DeFrancesco
Many agents sell an EIUL and then never think of the client again. If this is how you operate, you might want to start looking at your clients' renewal caps. What you will find should upset you.

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Combo Products >>

kstartt
The insanity in indexed annuity sales growth
Article posted by Kevin Startt
If the definition of insanity is continuing to do the same thing over and over and expecting different results, then Einstein would have to challenge the hypothesis today of many indexed annuity (FIA) and indexed life sales (IUL) agents. The U.S. markets have gone up over 140 percent for the last five years, yet indexed annuity and life agents, in many cases, are still allocating clients' index crediting based on 2009 prices.

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Life Settlements >>

Jeff Reed
Living and dying with dignity: The right combination of life, LTC and critical illness
Article posted by Jeff Reed
We have discussed the merits of LTC and chronic illness riders in this forum on more than one occasion, always in an effort to understand the nuances that differentiate one offering from another. The hope, of course, is that there is a clear winner. The reality, unfortunately, is much more complicated.

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