Life Insurance

With soaring inflation in the last year, middle-class clients could be looking to cut expenses wherever possible. This means life insurance is under scrutiny.

Guest host Bob Fee, president, Fee Insurance, and Kathy Conley-Jones, chief insurance strategist, Williamson Financial Management Group, share actionable strategies to help you enhance your agency’s service profile.

Like crypto, the life settlement industry felt like the Wild West during its infancy, yet today, it’s more mature, appropriately regulated, and offers opportunities for clients and investors.

Critical illness insurance can help agents smooth revenue lost from long-term care insurance sales and help to meet the challenges of today’s aging population.

The Employee Retention Credit creates a great opportunity for agents to help their clients funnel tax credit money back into annuities and life insurance.

There are opportunities for agents to bring solutions to the vast numbers of Americans who are worried about saving for retirement, rising living costs and managing debt.

With many Americans anticipating financial insecurity related to the loss of a loved one, life insurance is one way to ease those concerns.

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.