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Life insurance sales >>

Amy McIlwain
9 statistics you should know about how affluent clients use social media
Article posted by Amy McIlwain
I suggest you take these findings into consideration — they will enhance your understanding of the relationship between high-net-worth investors and social media.

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Estate Planning >>

Robert Link
Maximizing grandparents' gifts toward college financial planning
Article posted by Robert Link
Using life insurance and/or annuities, advisors can effectively assist in directing families toward accounts that provide no assessment of the grandparents' gift monies. This places the families in the best position to receive the maximum amount of college financial assistance possible.

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Life products >>

Sheryl J. Moore
How much life insurance do I need? 6 steps that will help your clients decide
Article posted by Sheryl Moore
The following is my take on how to assess the amount of life insurance one needs, and what products should be covering those needs. This discussion is intended only to give a general, high-level overview of a life insurance needs assessment. (And by all means, if you disagree with this self-taught theory, point out my mistakes!)

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Life Settlements >>

Lew Nason
2 insider secrets top advisors use to close more cash value life insurance sales
Article posted by Lew Nason
By using these techniques you can double or triple your cash value life insurance sales in the next 60 days.

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Combo Products >>

Rick Geiler
All chronic illness riders aren't created equal
Article posted by Rick Geiler
All advisors would be wise to keep life products that offer estate planning and illness/LTC benefits in their cache. With a little self-education, agents can make sure they are offering advice about where the real value can be found in CI rider products.

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