Life

It’s amazing how much good business is put in harm’s way because producers don’t know the pitfalls that can occur with insurance exams and screening laboratory tests. What’s more, these consequences are largely avoidable.  That is, if you know what they are and take the proper precautions. Basic Guidelines Wizened producers always try to get their clients examined in the …

The successful outcome of your next sales presentation will be determined largely by your ability to do two things very well; develop rapport with your prospect and adapt your sales message to engage his or her preferred "learning style."

At best, your clients might have started their estate planning process by creating a will or trust. However, the harsh reality is that over 70% of Americans have no form of estate plan.

Senior clients often assume they no longer have a need for life insurance. Before they ditch that life insurance plan, it’s important to advise them about the countless benefits life insurance can continue to provide—even in their retirement years. Many clients reach a point in their life when they begin to question the necessity of life insurance. Obviously, their situation …

"28 percent of those surveyed bought life insurance for the first time last year."

"It's important to remind your clients that annuities are extremely safe because they are issued by insurance companies."

Life settlements are very complex, highly regulated transactions that involve a long process, lots of due diligence, and loads of paperwork.  But you can take some of the mystery out of the process if you know the players involved and the part they each play in the process. The process is easier to understand if you grasp that the players …