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.

Life insurance[1] and annuity products[2] are experiencing rising demand as a combination of market and demographic trends push more financial advisors, insurance brokers and bankers to talk to their ...