This is the third year I’ve published a life insurance agent’s to-do list. The list represents my humble attempt to suggest ways for agents to be more productive and effective in the year ahead. A few ...

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Only a few years ago, with the onset of the COVID-19 pandemic, many in the life and annuity insurance industry believed that the direct-to-consumer channel would be a salvation — and that agents would ...

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 ...

We may receive commissions from some links to products on this page. Promotions are subject to availability and retailer terms. Sorting through those options and the related costs and terms, however, ...

Integrating Medicare, Medicare Advantage plans and Medicare Supplement products into your life insurance practice is about offering a complete, client-focused solution that meets your clients’ ...

Types of policies offered: term life insurance, guaranteed acceptance whole life insurance Availability: 49 states and ...

There's a lot to consider when you're buying insurance, and an insurance agent is usually the person who helps you find the coverage you need. However, insurance agents have limitations and may only ...

Rebecca Rosenberg has 10+ years of experience as a writer and content strategist. She has written dozens of articles on retirement, financial planning, business, tech, and more. Rebecca has a master’s ...