The value of whole life
-- Start by letting your clients and prospects know that whole life insurance will help them control their financial future.

Building Better Client Relationships
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Using Life Insurance to Provide a Family Legacy
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NAIFA to Launch Center to Meet the Changing Needs of a Maturing Population
-- By Carroll Golden NAIFA will soon launch the Limited and Extended Care Planning Center, an online center that will empower industry stakeholders to successfully address the changing needs of consumers who need limited, extended or long-term care. Scheduled to make its debut this fall, the LEC Planning Center will offer a vehicle that leverages the ...

More Employers Offer CI Insurance
-- More Employers Offer CI Insurance As the popularity of consumer-directed health plans continues to rise, the number of consumers who find themselves with unplanned medical costs is also on the rise. High out-of-pocket medical costs are becoming a frequent threat to consumers? financial security. To help offset these expenses, more employers are now offering supplemental ...

Use Braindate to Customize Your NAIFA Performance + Purpose Conference Experience
-- Use Braindate to Customize Your NAIFA Performance + Purpose Experience! With more than 1,000 of your peers participating in NAIFA Performance + Purpose in San Antonio in September, you know there are people you want to meet, people you want to learn from, and people who want to learn from you. But how do you ...

Approaching Prospects
-- The word, ?keywords? is ?digital marketing speak? for a group of words that online users use when performing searches for a wide range of goods and services. These keywords have a higher value than other words and usually point to the information the online user is looking for. In the same vein, many financial advisors ...

People Underestimate Cost of Living in Retirement
-- People Underestimate Cost of Living in Retirement According to the Schroders Global Investor Study 2018, people globally expect to spend an average of 34% of their retirement income on basic expenses* but the reality for retirees is that they require nearly 50% of their retirement income. The study has revealed a significant gap between people?s ...

How to Keep Prospects Talking
-- When asked why salespeople don?t close more sales, a company president answered instantly, ?They don?t ask enough questions. They?re so focused on getting prospects to buy that they don?t engage them.? He?s on to something important. We?re in such a hurry to get across what we want to say to our prospects that we ignore ...

What Advisors Want
-- More than half of financial advisors believe that annuities are an important part of a retirement plan, but nine out of ten find it difficult to address client needs using a ?one-size-fits-all? approach with a single type of annuity. Of these advisors, almost all (96.4%) said they would likely increase their use of annuities if ...