Calendar management for better sales may be your path to a better practice. Is your week jam packed full of things you don’t want to do? Or, is your calendar so full you can’t see the clients you need to see? Calendar blocking is trending in productivity and business circles….
In this article from MDRT blog you’ll find genius ideas for selling whole life insurance. Most people are familiar with the rent versus buy argument for home ownership, but this article explains how to extend that analogy to life insurance. From the article, “Rent is giving money away.” If you…
10 ways to procrastinate that won’t waste your time, seems like it might be too good to be true. In this quick article from Round the Table Bryce Sanders give ten suggestions for things that will pay off-even if you’re putting off work. They also happen to be great practice…
27% of parents pay for their adult children’s vacations, according to a recent article “Sharing Later is Caring” from Round the Table, the monthly magazine of Million Dollar Roundtable. If that seems surprising, consider that 49% of parents also pay for their adult children’s everyday living costs– to the detriment…
These six tips for efficient sales processes from Insurance News are a good refresher mid-second quarter. First, tell the right stories. Listen to your client. Find their need, then tell them the story of how you’ve met that need before. You can listen to client stories and also tell yours….
What do aging in place and long term care have to do with each other? A lot! According to PBS’s Next Avenue, “Most older Americans hope to live at home for as long as possible, a practice referred to as “aging in place.” In a recent survey, in fact, AARP…
Variable annuities outperformed mutual funds according to a 20-year study by DALBAR. According to Financial Advisor magazine, by holding investments longer, annuities investors earned more than mutual investors 6.00% to 3.09% in 2020, and it wasn’t just that year. By staying conservative annuities managers have managed to beat the market…
NAIC drew criticism for a proposed new accelerated underwriting definition. Consumer advocacy groups are demanding transparency in the life insurance application underwriting process, especially related to accelerated underwriting. While industry experts say they need more time to consider the definition. With AU program use on the rise industry regulators have…
Two reasons IRA and 401k balances are at record highs: First, more contributions led by record saving during the pandemic and increased 401k enrollment. Second, a bull market pushed those bigger balances higher than ever. Back in 2020, at the beginning of the pandemic did you expect IRA and 401k…
2020 and pandemic market volatility have made predictions tough for many insurers. Surprisingly, the annuity market fared better than expected in the pandemic. We mentioned that back in June of 2020. So, why is the annuity market better than expected in the pandemic? According to ThinkAdvisor, “That means some investors…
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