If there were ever a time for agents to reassess their presentations, how they anticipate and handle objections and how they present their planning and product recommendations, it’s now. Agents will, ...

I’m hearing more these days about agents encountering reluctance among prospects to meet and clients to move forward with planning and purchasing life insurance. Whether in the middle market or ...

Survey highlights issues despite satisfaction levels well above those for wealth management’s independent advisors.

It’s easier to get a policy than it had been in the past, and knowing some key steps can help the process go smoothly ...