Life Insurance Selling June 01, 2013
Features
Game changer: How Cleves Delp is building the agency of the future
Delp has taken his father’s agency from a small life insurance firm to a multi-business behemoth with offices around the country.
Features
-
The full-service fiduciary
Under a fiduciary standard, advisors would do best by selling both investment and insurance products. Are you ready?
-
Why a uniform fiduciary standard isn't the answer
A uniform fiduciary standard won’t change anything if we don’t fix some of the underlying problems plaguing the industry.
-
How important is a Series 65?
Three top advisors peer into a crystal ball.
-
How to prepare for a possible fiduciary standard
Three producers weigh in on the likelihood of a universal fiduciary standard ... and what they're doing to prepare, just in case.
-
The future of commission-based compensation
Opinions vary on whether a fee-based system is imminent.
-
IUL: One solution for two big problems
Lacking both life insurance and adequate retirement funds, how should baby boomers prioritize? With indexed universal life, they don’t have to.
-
Section 1035 alternatives for long-term care protection
Section 1035 exchanges provide creative and tax-favored approaches to helping clients prepare for their future.
-
How to use old-fashioned selling methods in a new media age
Success today is equal parts “The Social Network” and “Father Knows Best.”
-
5 reasons why low rates can’t stop annuity sales
New product features are keeping fixed and fixed indexed annuities attractive, despite continuing low interest rates.
-
SEC, DOL approach fiduciary standard from different angles
The long, drawn-out process could eventually lead to big changes.
Columns
-
Middle-income America isn't ready for fee-based advice
There's a huge disconnect between what fee-based financial advice really costs and what consumers think it should cost.
-
S-curve explosions
Without your help, the IRS might wind up your clients' biggest beneficiary.
-
How to invest like an Ivy League endowment
Borrow tips from the endowment experts at Harvard and Yale and you may be able to maintain a kind of portfolio sanity.
-
Once more unto the soup?
Markets without consumers soon become extinct.
-
Fiduciary standard: Burden or innovation opportunity?
All this debate about a fiduciary standard is missing an important point.
-
Successful agents build bridges
Getting a prospect from contact to client requires a strategic approach.







