Insurers have a history of taking a one-size-fits-all approach to marketing. This tack has generally served the market’s needs — after all, insurance is a general requirement for a wide consumer base, ...

Discover five proven strategies for financial advisors to boost life insurance sales, including mastering products, honing presentations, building partnerships, and leveraging social media.

In “Is Your Marketing Message Missing the Mark?” I observed that agents in the middle market who use estate planning as a pathway to sales were wasting their time. That’s because the merely well-to-do ...

With the passage of the One Big Beautiful Bill Act (OBBBA), agents working in a certain segment of the high-net-worth market may have lost their estate liquidity sales. Moreover, they could find that ...