A partnership with Aequalis and Munich Re helped Prudential Financial get the mortality data it needed to feel confident offering life insurance policies to people with HIV, said Mike McFarland of Prudential. LifeHealthPro (1/25)
A new option available for deferred income annuities is attracting consumers focused exclusively on secure retirement. Opting against a return-of-premium feature at the time of the purchaser's death can boost payouts greatly. InsuranceNewsNet online (1/20)
The NAIFA Virtual Library, a free member benefit, offers members unlimited 24/7 access to a myriad of sales support resources including fact finders, concept pages, business tips and tools, tax information, and more. The upgrade, the Virtual Assistant, contains additional content such as client newsletters, estate and financial calculators, life…
Venture capitalists are backing an online platform called PolicyGenius meant to help people choose life, long-term disability, renters and pet insurance plans. Users complete an online questionnaire, and the site returns quotes and plan comparisons. TechCrunch (1/14), MedCityNews.com (1/14)
Workplace retirement plans will remain in the spotlight in 2016, experts say. States will continue to offer their own retirement programs; more plan sponsors will automatically enroll employees in plans; and financial education will rise as a priority, they say. MarketWatch (1/18)
Join us for a Webinar on June 24, 2015 2:00 PM Eastern More Pre-Qualifying = Less Declines How do you ask the right questions on the first call? In this period of more declines we must do a better job of asking the right questions. Please join Nancy Dykeman as…
Register for Oct. Advisor Solutions Coaching Clinic –- The Nine Step Client Acquisition Process: Turning Strangers into Clients How do you take a complete stranger and turn them into a loyal client? How do you get someone who has absolutely no connection to you and connect with them well enough…
Rehearse to keep your confidence while selling Kelley Robertson suggests a strategy for keeping your confidence in selling when you need it the most. “The next time you need your confidence to be at its highest, preview the situation in your mind beforehand,” he recommends. “If necessary, rehearse what you…
Listen to NAIFA 2014 Career Conference and Annual Meeting workshops online NAIFA 2013 Conference attendees receive a free one-year subscription to the NAIFA Online Conference Recordings Library, but, even if you didn’t attend NAIFA 2013, you can subscribe to the streaming video of main stage presentations and audio of educational…
How to build a client niche Ivory Johnson and Stuart Armstrong are two examples of advisers who carved out a strong presence in the industry with their focus on niche demographics. Marketing experts say advisers looking to build a niche practice should start by identifying a group they care about…
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