Expert: Life insurance industry could look much different in 5 years Changes in the life insurance industry that Campbell Gerrish of Winged Keel Group predicts could occur by 2020 include the widespread use of e-signatures and uniform applications, instant access to medical records and an increased focus on providing multigenerational…
How advisers can meet clients’ insurance needs Some financial advisers work with outside brokers to offer clients insurance, while others offer such products in-house. “If you want to move to the insurance side, NAIFA is a great source of education and information,” NAIFA President Juli McNeely says. CNBC (4/20)
Toll-free helpline for older investors debuts from FINRA The Financial Industry Regulatory Authority has opened a toll-free helpline that lets seniors speak with a staff member about their investments or brokerage accounts. The action follows discovery by FINRA and the Securities and Exchange Commission that some brokers are suggesting unsuitable…
April Book of the Month The Book of the Month for April is the popular “One Page Business Plan” by Jim Horan. If you make a living selling financial products or advice, this resource was created for you. Now you can do for yourself what you help your clients do:…
Commentary: Look for the best fit when selling practice A financial adviser selling a practice should look at more than just price, writes Kevin Keefe of First Allied Securities. Other factors should include how well the buyer would mesh with existing clients and whether the buyer has a history of…
Commentary: Practices should take crucial steps to boost productivity Executing well on core processes is critical for advisers, writes Greg Opitz, who offers three strategies for avoiding execution errors. “It’s not about working harder or smarter or more efficiently. Top producers work more effectively. It means staying focused on the…
Commentary: Good websites are essential for advisers Websites can be a powerful prospecting tool, but “countless professionals end up losing business because their website is poorly designed and doesn’t use an efficient process for generating and capturing leads,” writes Brian Greenberg, who notes five key elements for a strong website….
Commentary: Culture is a top consideration for how advisers lead Advisers need strong leadership skills along with their management skills, especially if their firm has other employees, writes Glenn Kautt of Savant Capital Management. Advisers should consider their firm’s culture and find the leadership style that is the best fit,…
Employ strategies and storytelling to help sales, coach says Beverly Flaxington of The Collaborative offers ideas to help financial advisers become more comfortable with sales, including that there’s no need to be overly aggressive. ThinkAdvisor (12/22
Commentary: Determining value of life insurance policies is complex Insurers have methods for calculating the value of life insurance policies, and financial advisers and trustees need some knowledge of those methods and the effect they can have on a policy’s value, write Daniel VanVleet and Leigh Harter. WealthManagement.com (U.S.) (12/22)…
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