Surrendering or Selling Brings Tax Consequences

When clients surrender or sell their life insurance policies, it is important that they have an understanding of the tax results of their actions.

May 2017 |  Read Article

For Life Insurers, Transformation and Talent Go Hand in Hand

An industry survey showed that life insurers need to accelerate the pace of change and innovation, but talent remains important to a company’s success.

April 2017 |  Read Article

How an Income Stream Can Fill a Legacy Bucket Strategy

A strategy that uses life insurance to create a legacy fund “bucket” can help protect some of your clients’ assets and provide a legacy for future generations.

April 2017 |  Read Article

Beyond Price: How Honesty Will Help Win Every IUL Sale

Focusing on the policy’s probability of success, instead of the cost, will get your client to say yes.

March 2017 |  Read Article

Split-Dollar Meets SportsCenter

Why a life insurance product became one of the most talked-about topics in the national sports media, and how you can apply this lesson to clients in your marketplace.

February 2017 |  Read Article

Turn Threats Into Opportunities

What a “lone wolf” life insurance producer can learn from the changing wealth management environment.

February 2017 |  Read Article

Seven Life Resolutions for 2017

AIG executive offers ways to be more relevant, responsive and resilient in 2017.

January 2017 |  Read Article

10 Steps to Create Long-Term Client Satisfaction, Retention

Organizing your sales practices and providing your client with as much information as possible will help you grow your client and renewal base.

January 2017 |  Read Article

Whole Life and IUL? Why Not Have Both?

Offering a new type of paid-up addition would give permanent life insurance a new twist and give clients the best of both worlds.

December 2016 |  Read Article

Shareholders Stake Shaky Claim in Unclaimed Property Cases

Unclaimed property has been a focus of regulators and plaintiffs’ counsel for the past several years. Now shareholders of publicly owned insurers are jumping on the bandwagon, with mixed success.

December 2016 |  Read Article