Millennial Marketing - How To Build Your Practice For The Future

I leaned back in my worn leather office chair, took a deep cleansing breath, and gazed out the window while my computer booted up.  It was a typical cold, gloomy New Jersey day in late January....... 

Better Understanding Generations To Enhance Sales

It was only a few minutes before the client seminar began, and as my team prepared to present I noticed something I had not seen in my 18 years in the business. I have done a number of client seminars...... 

Aren't I Covered Already?

On a flight back home, I started chatting with the gentleman seated next to me. After the usual introductory comments and questions, I asked how he liked working for a Fortune 1,000 company. He mentioned...... 

Proximate Cause And Catalysts

Proposition:  In independent life insurance distribution, nothing happens until the life of an independent financial professional (IFP) intersects, in an impactful way, with the life of a consumer...... 

A New Era Of Insurance Marketing: The Independent Captive Marketing Organization

The delay in implementation of the DOL fiduciary rule gives us pause from the mad dash to implement its provisions to reflect on where the industry is headed and the necessary changes that must be made in the operation of life insurance...... 

How To Become A Cyborg: Using Technology To Sell More Disability Insurance

The insurance industry is undergoing transformational change driven by digitalization and huge demographic shifts.  Multiple generations in the marketplace (including Baby Boomers, Gen X, Gen Y, and Millennials) have different needs...... 

The Value of U.S. Life Insurance for Foreign Nationals

Affluent individuals, whether they reside in the United States or overseas, often have similar financial objectives. Among their chief considerations are how best to protect, grow and transfer their wealth; enhance their asset portfolio;...... 


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