How End-of-Life Documents Are Like a Love Letter

End-of-life planning involves more than buying life insurance and drafting a will. Here is how advisors can begin the conversation.

April 2018 |  Read Article

Could Your Clients’ Parents Be an Untapped Life Insurance Market?

The right type of life insurance could be a way for your clients to help their parents with their income or legacy goals.

April 2018 |  Read Article

Understanding the Differences: Partnering With P/C Agents

Recognize the different approach to a sales mindset when partnering with property and casualty agents.

March 2018 |  Read Article

Five Misconceptions About Selling Final Expense Life Insurance

The target demographic for final expense life insurance is growing, although many agents shy away from selling it.

March 2018 |  Read Article

Why Indexed UL Transparency Is Vitally Important to Clients

To represent our clients properly, we must understand exactly how indexed universal life products work, what assumptions were made by the issuer and how close those assumptions are to the issuer’s ability to make them come true.

February 2018 |  Read Article

Make Connecting With Gen X Your New Year’s Resolution

It may seem as though the economic deck is stacked against Generation X, but research shows this age group has a greater need for life insurance than other generations do. Here is some insight into how to reach them.

January 2018 |  Read Article

Life Insurance 2.0: Bought and Not Sold

A technology overhaul could flip around the “sold, not bought” model.

January 2018 |  Read Article

Advance Your Professional Standing By Working With Lawyers

When life insurance advisors know how to work with lawyers, the relationship can lead to success in the advanced markets. Let’s expand on some of the aspects of what you need to know to be successful working in cooperation with the legal profession.

December 2017 |  Read Article

The 5 Big Myths About Millennials

One stereotype about millennials is that they believe they are invincible and therefore aren’t interested in life insurance. But other myths about millennials and life insurance might be keeping advisors from serving that market segment.

December 2017 |  Read Article

How Not to Destroy Your Client’s Family After Your Client’s Death

Every advisor can relate to real-life horror stories about unintended and irreparable damage done to families when their wealth transfer plans get messy. Here’s how life insurance could have averted the drama.

November 2017 |  Read Article