Latest Articles

How to Keep Your Business Alive in the Millennial Zone

Imagine waking up one fine spring day. You head to your office, only to find it empty. Your staff is gone. Your client files, mainly Baby Boomers, are missing. Your calendar is clear. Your CRM system is blank. It dawns on you that, after 35 years of selling life insurance, you have no one to see,...

What Agents Can Learn from the New Insurtech Websites

Insurtech ventures have captured the imagination of the insurance industry. But will on-demand insurance websites challenge human agents? It’s a bit too early to know. But you may want to keep an eye on these new players . . . learning from, reacting to, and engaging with them if they begin...

Supplemental Benefits to Benefit from ACLI Lobbying

The American Council of Life Insurers, the long-time lobbying arm of the life insurance industry, is expanding its efforts to include supplemental health benefits. Its advocacy program will now include insurance products such as dental, vision, and critical illness insurance products, as well as...

American Financial Lives Coming Off Hold

Economic conditions have a way of putting financial plans on the shelf. But when things improve, consumers feel less constrained, creating opportunities not only for themselves and their families, but also for their insurance agents and financial advisors. That’s the takeaway from a new survey...