Author: Paul Schott
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Advisors: The Four-Part Formula for Financial Confidence
As financial professionals, we are more successful in helping clients reach their financial goals when we understand the motivations and rationale behind their decision making. A national study, From Concerned […]
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Annuities: The Answer to Longevity Risk
How much can one spend in retirement without exhausting retirement assets? How long will the assets be needed? The uncertainty of life span complicates the distribution phase of retirement planning. […]
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How to Leverage February’s “Insure Your Love” Campaign
How often does the entire life insurance industry get behind a common marketing effort and freely share campaign ideas and collateral? Just twice a year, and NOW is one of […]
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New Disability Insurance Market Data: Key Sales Opportunities
Individual disability insurance sales posted new annualized premium (NAP) numbers not seen since the 1990s. The 2015 total NAP exceeded $392 million and the year-over-year growth rate of 5.8 percent […]
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10 Strategies from Lead-Off Hitters: Secrets to Increase Insurance Sales
If you know baseball, then you know a winning strategy is scoring runs early in the game. Likewise, submitting business soon after joining Brokers Central is a winning strategy for […]
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The Life Insurance Cross-Sell: An Essential Element of P&C Agency Growth
In property & casualty insurance, both personal and commercial lines continue to face the headwinds of a changing industry. According to MarketScout.com, commercial lines premiums have been steadily decreasing since […]
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Build Your Book by Serving Affluent Clients’ Life Insurance Needs
Life insurance is the chameleon product of the financial planning industry. Mention life insurance and 68 percent of people immediately think of payment for final expenses. However, it’s important to […]