Touch base with clients at year-end for feedback on your performance Year-end face-to-face meetings, telephone calls and Skype conversations are good opportunities for financial advisers to find out how their clients feel about them and get a broader view of their clients’ lives, industry veterans say. The analytical minds attracted…
Commentary: Life insurance industry can thrive despite challenges in 2014 Focusing on customers, adapting to offer new products and working to ensure financial strength are the key ways that carriers and advisers are likely to find success in the year ahead, writes Dayton Molendorp of OneAmerica. National Underwriter Life &…
NAIFA president-elect tells NAILBA that advisers must “embrace change” NAIFA President-Elect Juli McNeely attended this year’s National Association of Independent Life Brokerage Agencies conference, in Dallas. In this video, McNeely talks about the challenges facing the industry, from legislative and regulatory threats to our products, to the need for advisers…
December NAIFA ClientCast — Life Events that Generate Insurance Reviews Property and casualty expert Gretchen Evans discusses common life events that should have your clients consider a review with you. Gretchen stresses how important it is that your clients make sure they’re covered the way that they might have mistakenly…
Expert: Life insurance should be considered during the holidays People don’t want to consider death or disability during the holidays, says Steve Bygott of Colonial Life & Accident Insurance. But Cyril Tuohy writes that that’s the perfect time to have such discussions because families are gathered together. The life insurance…
NAIFA members tell why advisers deserve thanks Financial advisers are worthy of thanks because of their knowledge that helps clients choose the best strategies for financial security, according to NAIFA members. They also have a wide network of professionals who can benefit clients, and they are able to ask difficult…
Commentary: ACA means new opportunities to sell life, disability insurance The time is right to consider increased sales of benefits such as life and disability insurance because producer revenue is poised to be affected by the medical loss ratio requirement in the Affordable Care Act, writes Keith Storie of The…
Use voice inflections to build rapport with prospects Raising and lowering your voice’s pitch and speeding up or slowing down the rate at which you speak in response to clues from a prospect can help you build rapport, gain trust and make sales, writes author and financial speaker Kerry Johnson….
Survey: Q3 earnings hit $6.4B for publicly traded life insurers Third-quarter earnings among 19 publicly traded insurance companies were $6.4 billion, compared with $2.2 billion in the same quarter a year ago, according to a report from Moody’s Investors Service. AIG, MetLife and Prudential were the chief contributors to the…
Brokers reach out to workplaces to boost life insurance coverage The recognition that employees often don’t have enough life insurance has led brokers to make more individual and voluntary-group sales at workplaces, according to experts. “We try to stress to employers that a lot of people don’t buy life insurance…
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