Article Library

Indexed universal life: Flexibility for all phases of life
Article posted by Cal Burgess
Let’s take a closer look at how indexed universal life insurance can be a fit for each phase of a consumer’s life: introduction, accumulation and preservation.

Medicaid planning: Should your advice be best for your clients or society at large?
Article posted by Roccy DeFrancesco
The duty of any advisor is to do what’s in the client’s best interest, and any personal biases about the advice given needs to be left at home.

What can producers learn from Apple?
Article posted by Nic Arters
Many agents have those amazing products that can take them to untamed financial success, but marketing is always an issue. Let's take a look at what Apple did over the last decade with their marketing and see how it translates to you.

4 potential scenarios for the future of the estate tax
Article posted by Julius Giarmarco
The fate of the federal estate tax likely lies in the results of the next election. Here are the most probable scenarios.

5 ingredients of superstar insurance professionals
Article posted by Jeremy Nason
If you want to be a survivor and enjoy long term success in this industry, you're going to have to make some major changes. You can no longer afford to be just an insurance agent selling insurance or a financial advisor selling investments; you must become a true sales professional.

In the beginning was the first five minutes
Article posted by Steve Lewit
Everything has a beginning. And many believe, as I do, that how you begin something will determine how it ends. Unfortunately, in traditional selling, we have been taught that the end, the close, is the most important part of the selling process.

Bank of America: Biting the hand that feeds you
Article posted by Edwin Morrow
The largest bank in the U.S. now ranks near the bottom (6,128 out of 6,800) of U.S. banks lending to small businesses.

What's the quickest way to increase my leads and sales?
Article posted by Lew Nason
Are you dissatisfied with the amount of money you’re making marketing and selling annuities, life insurance, investments, or your advisory services and you're ready to take your insurance sales career to the next level? You're not alone.

Selling more by selling less
Article posted by Steve Lewit
Let's break selling into two components — the desire to make a sale and the process of making a sale.

High touch in a high-tech world
Article posted by Steven Plewes
With the countless technological mediums you can use to communicate today, the challenge lies in being conscious of the need for face time with your clients and prospects.

Marketing 101
Article posted by Tony Orr
To be successful in this business, producers need a hook to attract new clients. So, what are some of the successful and yet inexpensive marketing strategies (hooks) that are currently being used by top producers?

Fla. consumer protection disclosure bill for life insurance owners to convert policies to LTC benefit plans
Article posted by Chris Orestis
Center for Economic Forecasting and Analysis estimates annual savings from policy conversions over $150 million to Florida Medicaid and tax payers.