The insurance industry is focused on managing risk. Producers know that protecting clients from risk also means exposing the companies that provide the coverage to financial risk. While comp... Read more

There’s no denying that social media has changed the game for how financial professionals can engage with potential clients. Platforms like Facebook, Twitter and LinkedIn have made it... Read more

The majority of family businesses in the U.S. do not have a proper business succession plan in place for senior roles, according to a recent report from PricewaterhouseCoopers US Family Busi... Read more

It’s no secret that expanding your offerings is a great way to grow your business. This is the primary reason many financial professionals focus on a multidiscipline approach to their... Read more

Reliance on technology in the business world is only growing, so it should come as no surprise that spending in this market is on the rise, too. International Data Corporation reported in Ap... Read more

As insurance producers, it may be frustrating to hear, but your sales could be dwindling because of jargon. Every industry has its own set of a terms; a vocabulary that’s bandied about... Read more

Though the U.S. is moving out of the recession and welcoming a stronger economy, many insurance professionals like yourself are still figuring out how to provide superior services while on t... Read more

The Internet is creating a new sales environment that demands you, as a financial professional, have an online presence. In the past, selling financial and insurance products relied on makin... Read more

For most consumers, life insurance choices boil down to term versus permanent. And while there are certainly instances where term life insurance may make more sense, most high-net-worth indi... Read more

It’s never too late for your clients to purchase life insurance, but many of them may argue it’s too early. Some of your clients will feel as if life insurance isn’t necess... Read more