Editorial Calendar

Every issue contains insightful columns from well-established industry experts on Life, Annuities, Disability, Long Term Care, Sales Techniques, Benefits and Technology. In addition to Focus editorial, every issue contains General Interest articles detailing timely product and marketing topics.

Monthly Commentary by Industry Experts:

  • David J. Murphy, CLU, ChFC, FLMI (Purpose-Driven Professionals…)
  • Charlie Gipple, CLU, ChFC (The Practice Management Minute…)
  • Robert Goldstone, MD, FACE, FLMI (Impaired Risk Review…)
  • Janet LeTourneau, ACFCI (The Benefits Brief…)
  • Eugene Cohen & Michael Cohen (Disability Insurance Insights…)
  • Ken Leibow & Michael Bridges (Tech-Tock…)
  • Ronald R. Hagelman, Jr., CLTC, CSA, LTCP (The Last Word On LTCI…)

January—Carrier Forecasting Forum
Topics: Direction of the industry across all product lines—Life insurance, annuities, DI, CI, LTCI, health insurance; Marketing, product, service, tech and legislative outlook.
Space Reservation Close: 12/5/19 Material Due: 12/12/19

February—Life And Annuity Accumulation Strategies/Retirement And Estate Planning
Topics: Life and annuity solutions; 401(k); Combo products/living benefits; Income for life.
Bonus Circulation: Wholesaler Marketing Group Winter Meetings.
Space Reservation Close: 12/30/19 Material Due: 1/6/20

March—Asset-Based Protection/Income Planning/Living Benefits
Topics: Asset-based life; Disability, long term care, critical illness product solutions; Life and annuity strategies; Estate preservation planning.
Bonus Circulation: ILTCI Annual; Wholesaler Marketing Group Spring Meetings.
Space Reservation Close: 2/3/20 Material Due: 2/7/20

April—Business And Professional Planning/High Net Worth And Middle Market Reach
Topics: Life, health, annuity, DI, CI, LTCI and ancillary benefits; Buy/Sell solutions; Benefits for top talent; Group and individual sales strategies; Maximizing profitability in the middle market through workplace sales.
Bonus Circulation: Wholesaler Marketing Group Spring Meetings.
Space Reservation Close: 3/2/20 Material Due: 3/6/20

May—Boomers, Gen X And Millennials/Generational Marketing
Topics: Diverse life, annuity, disability and long term care concerns and solutions; Lifetime income, living benefits and supplemental products to mitigate costs of aging and extended retirement; Generational marketing and communication musts.
Market Update: Marketing group advantages for BGAs and service to producers.
Bonus Circulation: Wholesaler Marketing Group Spring Meetings.
Space Reservation Close: 3/31/20 Material Due: 4/6/20

June—Expanding Life And Benefits Sales/Key Person And Employee Solutions
Topics: Health options—HSA, FSA and self-funding; Ancillary products; Key person; International coverage; Increasing life, disability and long term care protection for middle market families.
Market Update: Fixed Annuity Marketing Analysis
Bonus Circulation: Wholesaler Marketing Group Spring Meetings.
Space Reservation Close: 4/29/20 Material Due: 5/4/20

July—Life Insurance/22nd Annual LTCI Survey
Topics: VUL, IUL, and whole life; Living benefit riders to expand versatility; Asset-based long term care protection; Building on initial term insurance sales; High net worth customers and business applications.
Special feature: 22nd Annual LTCI Product Comparison Survey
Bonus Circulation: Industry’s most comprehensive LTCI product survey is a year-round reference.
Space Reservation Close: 6/1/20 Material Due: 6/5/20

August—Niche Market Brokerage Opportunities
Topics: Meeting unique life, annuity, long term care and disability needs; Partnering with professionals; Ethnic market challenges; Middle market efficiencies; Special needs planning; International travel and foreign national markets; Maximizing marketing for LIAM (September).
Space Reservation Close: 6/30/20 Material Due: 7/6/20

September—Indexed And Equity Products
Topics: VUL, IUL and indexed annuities; Life and annuity suitability and client service; Whole life for diversification; Living benefit riders/Asset-based protection planning; Retirement income and estate building.
Bonus Circulation: Wholesaler Marketing Group Fall Meetings.
Space Reservation Close: 8/3/20 Material Due: 8/7/20

October—Life Agency Best Practices
Topics: Addressing disability and long term care needs; Partnering with professionals and niche product specialists; Agency growth; Adapting to change/adopting technology; Succession planning and mentoring; Policy review as both service and opportunity; Service to the industry.
Market Update: DI Forum
Bonus Circulation: International DI Society Annual; Wholesaler Group Fall Meetings.
Space Reservation Close: 9/1/20 Material Due: 9/4/20

November—Advances In Underwriting
Topics: Case management insights; Tips for the tough life and disability cases; High net worth/large case placement and reinsurance solutions; Impaired risk; How tech is helping; Adapting to change in product, service and tech; Managing client expectations.
Bonus Circulation: NAILBA Annual; Wholesaler Group Fall Meetings.
Space Reservation Close: 9/29/20 Material Due: 10/5/20

December—Retirement, Estate And Legacy Planning
Topics: Life and annuity solutions; Trust work; Special needs planning; Blended family needs; Lifetime income and living benefits; LTCI, DI, CI options to preserve an estate plan; Working with younger generations.
Space Reservation Close: 11/2/20 Material Due: 11/6/20

Click here to download a Printer Friendly PDF Version of our Complete Editorial Calendar, including Special Inserts, Bonus Circulation and Deadlines.

For editorial questions, contact Stephen Howard (showard@brokerworldmag.com)