insurance needs

• Great opening questions for DI producers

  By Brian Anderson  |  May 1, 2013

  Recently I posted a popular piece on LifeHealthPro.com titled, “10 great opening lines from top producers.”

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  Contacting CPAs about life settlements? Do it now

  By Robin S. Weinberger and Peter N. Katz  |  April 12, 2013

  Post-tax season is the best time to talk to accountants about life settlement opportunities.

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  The annuity suitability process

  By Corey Weiner  |  March 27, 2013

  The head of suitability for Athene Annuity describes how producers can make suitable annuity sales.

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  Plenty of life settlement opportunities, post fiscal cliff

  By Robin S. Weinberger and Peter N. Katz  |  January 18, 2013

  With a now-set estate exclusion amount, your clients' insurance needs may have changed.

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  Annuity suitability law: Coming to your state soon

  By Tom Sullivan, Melissa Card  |  December 13, 2012

  The NAIC model annuity sales act must be adopted by all states by June 2013. Are insurers and producers ready?

• Industry Survey 2012

  By Maria Wood, David Vogin Illustration  |  December 1, 2012

  What are the biggest challenges to the insurance industry? Where do the experts see their biggest potential for growth next year? What product types do people expect to rise in 2013? These are a few of the highlights from SMA’s 2012 Industry Survey.

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  Estate planning for young families

  By Jonathan A. Mintz  |  November 29, 2012

  Most young people don't expect to die early, but that doesn't mean they shouldn't plan for the possibility.

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  Are the boomers impacting your business?

  By Daniel Williams  |  October 10, 2012

  The boomers are hitting retirement by the millions. I recently spoke with advisors and industry experts to learn how this influx of boomers has affected their book of business.

• Fact-find before you sell

  By Drew L. Malkin, CFP, LUTCF  |  September 1, 2012

  Here’s how a holistic approach will lead to better relationships, more referrals and increased sales.

• Some solid reasons to be high on life

  By Charles K. Hirsch, CLU  |  September 1, 2012

  Three top producers discuss what’s hot in life insurance right now, where the growth opportunities are and which product might be the next big thing.