I know that sounds ridiculously obvious. And simple. Well, it’s not that simple. Every prospect’s situation is unique and an agent’s ability to bob and weave through a wide range of objections and ...

Few charities promote insurance gifts, and most of them focus only on the transfer of existing life-insurance policies, a speaker told the audience at the annual conference of the National Committee ...

In today’s competitive wealth management market, it is critical for financial advisors to focus their efforts on acquiring new clients to grow their assets under management, but an equally effective ...