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, ...

Home Personal Finance Insurance insurance companies Five Tips for Choosing Your Insurance Agent or Broker Selecting an insurance professional could be as important as picking a surgeon. It might not ...

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.