Life Insurance

When clients need advice on borrowing against a whole life policy, your expertise will be critical in guiding them to the right solution.

There are no shortcuts to any place worth going. But there are strategic roads to take. Here are three tips to find success in life insurance.

Recognize the varying needs of different generations of consumers to take a tailored approach.

These transactions can be confusing and complex—help your client find the right professional.

For seniors with changing financial needs, a life settlement is often less intrusive than selling a home or taking a large draw from a retirement account.

Is there errors & omission coverage for recommending a life settlement option? The answer is “yes” and “no.”

With today’s technology enhancements, writing life insurance can help drive additional revenue from your current book of clients or create new opportunities altogether.

The life settlement industry has come a long way over the last few decades. Adding life settlements to the list of options allows agents to offer a broader range of services to clients.

Interest rates have been declining in the U.S. for decades. Establishing a review process as well as ongoing monitoring will help ensure clients’ life insurance policies are adequately funded throughout their lifetime.

Knowing your clientele will ensure you better understand their goals and needs and can market accordingly. Here are three ways to improve your marketing strategy.