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When A Simple ‘Thank You’ Keeps Your Best People Close

A marketer inspired by the University of Michigan’s life insurance policy play with head football coach Jim Harbaugh finds that a warm embrace can be good for retention.

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A Revised AG 49 Could Help Clients Better Understand IUL

The renewed focus on AG 49 should be less about policing indexed universal life, and more about furthering client understanding of how the product really works and the different set of outcomes that are possible.

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Annuities

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Why We Should Rethink Joint Payout Elections

Annuity income riders typically are structured to favor single lifespans. But does that make sense for married clients?

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More Consumers Say Yes To Guaranteed Income

Research shows that when consumers are given a choice between receiving a lump sum and having guaranteed lifetime income, more of them have a favorable view of guarantees.

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Health

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Support Your Clients, Their Workers Through Stress Relief

The right benefits package can help ease employee stress and lead to more productivity.

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Financial

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Variable Universal Life: Evolving To Solve A Variety Of Client Needs

From a taxation perspective, VUL looks a lot like a Roth IRA alternative.

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LIMRA Insights

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Understanding Annuity Buyers

Defining the profiles of annuity buyers underscores the varied priorities of individuals who purchase annuities.

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Business

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Close More Sales By Not Selling

Help your clients and prospects see the wisdom of your advice without coming across as “sales-y” in the process.

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