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, ...
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.
Insurance is one of those purchases you don’t think much about until something goes wrong. And more often than not, the difference between a smooth claims experience and a stressful one comes down to ...
It’s easier to get a policy than it had been in the past, and knowing some key steps can help the process go smoothly ...