Advertise

NAIFA INSIGHTS

Why You Need A Business Succession Plan, Now

A business succession plan makes sure that you, your clients and your staff will be taken care of when you are ready to exit the business.

June 2018 |  Read Article

Life Insurance Uses That Appeal to Wealthy Clients

Here are a few non-tax reasons your clients should secure life insurance.

May 2018 |  Read Article

The Tax Cuts and Jobs Act: What It Means for Advisors

This piece of legislation is the most significant overhaul of the U.S. tax code in more than 30 years.

April 2018 |  Read Article

What Top Producers Believe About Success

Passion for helping clients achieve their financial goals will lead you to lasting relationships and a successful practice.

March 2018 |  Read Article

Medicare Doesn’t Cover It All

Clients must understand that Medicare does not cover long-term care and does not eliminate the need to set aside funds to pay medical bills.

February 2018 |  Read Article

What Really Works in Selling to Millennials

To achieve success in the millennial market, be flexible, use social media to share relevant information and create a unique client experience.

January 2018 |  Read Article

The Second Generation Opens the Door to the First

The key to success in the Hispanic market is to “prospect into the family” through your second-generation clients.

December 2017 |  Read Article

What Separates Top Producers From the Rest of the Pack

There are traits that all top producers have in common.

November 2017 |  Read Article

Be Aggressive When Pre-underwriting Your Client

Don’t take underwriting for granted. Clients don’t like surprises and neither should you.

October 2017 |  Read Article

The Business Case for Having a Culturally Diverse Workforce

The ability to reach new markets is a major reason many companies are trying to attract and retain culturally diverse advisors.

September 2017 |  Read Article

More from InsuranceNewsNet