The products and services that were music to the ears of your first wave of clients may not strike a chord with the new generation of prospective insurance consumers. Cover artist: David Howard
FOCUS
Talk About Layers Of Protection With Young Clients
There are a lot of preconceptions about the millennial generation that make some financial professionals shy away from working with them. For...
Lorelai: The Reason Insurance Exists
Over the years I have written periodically about disabilities that have unfortunately occurred in my family, to which having or not having...
College Planning—Helping Families With Their Most Expensive And Important Investment
Over the span of my 15-plus year career I have personally witnessed many industry-affecting regulations that significantly changed the way advisors sold...
Generational Transition: Are You Ready For It?
How Financial Professionals Need To Adapt To The Evolving Marketplace
Supporting clients’ planning now so they can secure...
VUL Opportunities For Any Generation
I was recently approached by an “insurtech” startup firm from California with a desire to offer variable universal life insurance on their...
Welcome To A World Of Disruption
The markets, the politics, the insurance industry—everything is disrupted. I choose to see noise and disruption as opportunities. If you don’t, it...
GENERAL INTEREST
MONTHLY COMMENTARY
Consumer Direct Life eApp While Maintaining The Agent Ecosystem
We are hearing new terms like eBGAs and eRetailers for the sale of insurance products. Putting the research, education, quoting, and electronic...
An interview With Eugene Cohen—The “No Hurry” And “No Confidence” Objections
2009 Honoree International DI Society’sW. Harold Petersen Lifetime Achievement Award.
2015 Honoree of NAILBA’sDouglas Mooers Award for...
Hypothyroidism: Often A Silent Disease
Hypothyroidism is estimated to be present in over one percent of the population and up to five percent over the age of...
Smoked Brisket, Google And Reading Your Clients’ Minds
During the peak of the COVID-19 pandemic where we were all looking for new things to do with our families, I decided...
EQ=2xTC
Knock, knockWho’s there?AdoreAdore who?Adore is between you and me so please open up!
I have a small extended...
The Acceleration Of E-Engagement For Life And Health Like Medicare Supplemental...
COVID-19 has forced independent distribution into e-Engagement for life insurance and health related insurance products. Some technology vendors in the life insurance...
MAY 2021 COVER
BROKER WORDS
Broker Words—May 2021
My wife and I count Serena as one of our dearest friends. She is a beautiful, vibrant, incredibly bright and imminently loveable...
NEWS
NAIFA
NAIFA’s Congressional Congress, May 25-26, will be a virtual event featuring targeted advocacy training with briefings on legislative issues that affect members’...
WIFS
Women in Insurance and Financial Services (WIFS) hosted its second annual National WIFS Day on Friday, March 12, as part of a...
Integrity Marketing Group/Brokers International
Integrity Marketing Group, LLC (“Integrity”), the nation’s largest independent distributor of life and health insurance products, today announced it has entered into...
MDRT
2020 was a year of chaotic change in America: The COVID-19 pandemic, its resulting recession, an adjustment to work-from-home life and more....
Amalgamated Employee Benefits Administrators
Amalgamated Employee Benefits Administrators, one of the nation’s leading third party administrators (TPA) for unions, businesses, associations and self-insured plans, announced today...
Ohio National
Ohio National Mutual Holdings, Inc. (“ONMH”) and its wholly owned subsidiary Ohio National Financial Services, Inc. (collectively, “Ohio National” or “the Company”),...
SBLI
Greg Melton, assistant vice president of Product Marketing at SBLI (The Savings Bank Mutual Life Insurance Company of Massachusetts), has been named...
Allianz Life
Allianz Life Insurance Company of North America (Allianz Life) recently announced that Jasmine Jirele has been named president and CEO of Allianz...
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