apistemplate
Posts by Peri Lane:
Retirement Income: The Conversation Your Clients are Having…by Jason E. Lang
If you’re not having a conversation about retirement income planning with your clients…someone else is. Specifically, if you’re not talking to your clients about using annuities to provide a guaranteed income source in retirement…another advisor is.
Could Your Clients Be Doing More to Protect their Income? by Derek Wakefield
If you have sold or solicited disability insurance in the past, chances are you have heard clients tell you their income is already protected should they become disabled. The best clients to speak with regarding income protection are employed, so do not be surprised or discouraged if someone says, “I already have coverage through my employer.” Be prepared and keep the conversation going by saying “I thought you might, so let’s see if it’s enough to cover your expenses if you become too sick or hurt to work.”
Current Trends That Are Here To Stay by Tony O’Kussick
We are often reminded of quotes that are applicable to our everyday lives and/or our business. Plato, the great Greek philosopher, said, “Necessity is the mother of invention” and that’s especially true today in the current COVID-19 environment. Even though the life insurance industry tends to be a slow-moving giant, look at this list of desperately needed advancements made because they were needed.