The Society of Actuaries and the American Academy of Actuaries have rolled out a free Internet-based tool that calculates longevity risk for individuals, based upon several scenarios. The tool "provides the user with the likelihood of living various lengths of time, through which individuals and couples can better understand the…
Financial advisers can help clients with decisions on long-term-care insurance by starting discussions about such coverage early, even with clients in their 30s and 40s, Kimberly Foss writes. Advisers also should lead clients to affordable policies and keep emotions out of the decision, Foss writes.Financial-Planning.com
6 tips to improve your public speaking voice By Brian Tracy From public speaking to cold calling, learning how to use the power of your voice can increase your persuasiveness. Read more
The Laser Coaching Series, led by Dan Finley with Advisor Solutions, is designed to dramatically increase your ability to create deeper responses after listening to a prospect or client. You will be initially discussing and then role-playing using the 4 Levels of Empathetic Listening. This two-part session series occurs from…
Have you heard? May is Disability Insurance Awareness month! Focusing on or adding disability insurance to your practice benefits both you and your client. Disability insurance is essential to financial security yet many consumers are unaware of the need and the product. Advisors who have built a career specializing in…
Many people avoid estate planning until it is too late, creating an opportunity and challenge for financial planners. A 2015 CNBC survey showed 38% of those with at least $1 million of investable assets have not sought advice on setting up an estate plan. The first step for advisers is…
The life insurance industry must try innovation on a small scale to find the next big idea, writes Maria Ferrante-Schepis of Maddock Douglas. That involves growing skills in prototyping and minimum viable product design, Ferrante-Schepis writes, and then scaling up when products are working. LifeHealthPro
The largest life insurance companies continue to struggle with low interest rates, with top companies expected to report lower operating earnings per share. Insurers are trying to cope by pursuing investments such as real estate, bank loans and even a railcar-leasing company. Bloomberg
One morning Juan, a new sales hire for Acme, Inc., found himself under pressure from his manager, Brad. “It’s been two months since you joined us,” Brad said briskly. “It’s time for you to step up. This quarter, I need you to set appointments with some new companies we are…
US individual life insurance new annualized premium increased 1% in the fourth quarter of 2015. This is the sixth consecutive quarter of positive growth, according to LIMRA's Fourth Quarter 2015 U.S. Retail Individual Life Insurance Sales Survey. "While growth slowed in the fourth quarter, individual life insurance premium sales increased…
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