March-April 2024
Featured Articles
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The latest research reinforces the need for more straightforward communication by the profession. In this issue, we asked our contributing writers to share their ideas for simplifying the insurance-speak for life insurance, LTC, DI, annuities, and supplemental health. Continue reading…
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Financial advisors, insurance professionals, even lawyers may need to be generalists in financial planning, especially regarding legacy planning. Learn 3 ways of using language to help clients better understand their opportunities so they can take action more confidently. Continue reading…
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Promoting better understanding starts with reframing product presentations by making them less about changing minds to force a sale, and more bout changing the context to complete a purchase. Continue reading…
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Younger professionals are desperately needed. But are we failing veteran advisors? How to foster success in a multigenerational workplace. Continue reading…
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Your designation can be a POWERFUL tool when strengthened with continual respect for an ethical standard and your pledge of accountability. Continue reading…
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As the insurance landscape continues to evolve, intensified competition leads to undeniable conclusions. For successful financial professionals to thrive, they must become better. Continue reading…
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Despite improvements in the economy the past year, more than half of Americans said they were very/extremely concerned about the economy throughout much of 2023. New LIMRA data from January 2024 suggests that consumer sentiment may have finally caught up with the economic conditions. Continue reading…