Life Insurance Selling

Rule 151A Call-In Day Set For Tuesday

CustomerService@sbmedia.com (STAFF WRITER) — Mon, 09 Nov 2009 00:00:00 GMT

NAFA wants your help on Tuesday. The National Association for Fixed Annuities has scheduled this Tuesday, Nov. 10, as “National Call-In Day” to help stop SEC Rule 151A.

Do you still believe in MPT?

richardhoe@richardhoe.com (Richard Hoe) — Fri, 06 Nov 2009 00:00:00 GMT

Given the 2008 credit debacle, and the March 2000 to March 2003 tech bubble, how has your investing methodology changed?

A Health Care Lesson from Lincoln

dsaltz2@yahoo.com (David A. Saltzman) — Fri, 06 Nov 2009 00:00:00 GMT

Abraham Lincoln’s Gettysburg Address consisted of just 272 words. Yet few of us would argue that it remains one of the most significant, persuasive and moving documents created in the course of American History.

MetLife’s Joe Jordan: How To Manage Behavioral Finance

CustomerService@sbmedia.com (STAFF WRITER) — Wed, 04 Nov 2009 00:00:00 GMT

As the economy continues to improve, advisors have one of the greatest opportunities to capture their piece of the pie. Yet it is important to remember that emotions play a significant role in the financial decision-making process.

Golden marketing rules

jnagdeman@suasion.com (Jay Nagdeman) — Wed, 04 Nov 2009 00:00:00 GMT

Yes, it’s true that intuition and creative know-how are prime ingredients for marketing success. However, savvy agents would do well to commit to memory the following marketing tenets that can help them create repeated marketing success.

Lafayette Life names Larry O’Brien as new Chief Marketing Officer

CustomerService@sbmedia.com (STAFF WRITER) — Wed, 04 Nov 2009 00:00:00 GMT

Lawrence J. O’Brien, CLU, has been named senior vice president and chief marketing officer at The Lafayette Life Insurance Company, Lafayette, Ind., a member of Western & Southern Financial Group.

Allianz Life introduces new fixed index annuity

CustomerService@sbmedia.com (STAFF WRITER) — Wed, 04 Nov 2009 00:00:00 GMT

Allianz Life Insurance Company of North America, Minneapolis, has introduced Endurance Elite, a new fixed index annuity designed for consumers with retirement just around the corner.

Long-Term Care Awareness In Wait-And-See Mode

banderson@sbmedia.com (Brian Anderson) — Wed, 04 Nov 2009 00:00:00 GMT

We are now into November, which is officially “Long-Term Care Awareness Month.” Hopefully you were already aware of that.

Head of the class

lgraesser@sbmedia.com (Laura Graesser) — Tue, 03 Nov 2009 00:00:00 GMT

A tight focus on working with educators has proven to be a winning strategy for Mark Benson.

Benefit plan maximizing: How to keep a benefit program attractive during difficult economic times

CustomerService@sbmedia.com (Chris T. Calos and David Levitz) — Tue, 03 Nov 2009 00:00:00 GMT

Your clients can continue to offer a strong employee benefits package while being mindful of their benefit dollars. Here’s how.

Why you should market employer-sponsored international medical coverage

CustomerService@sbmedia.com (James D. Smith) — Tue, 03 Nov 2009 00:00:00 GMT

This relatively untapped market offers big opportunity and little competition. Take a closer look at this growing niche and how the right partner can make you a player.

A plate full of challenges for employee benefits specialists

CustomerService@sbmedia.com (Charles K. Hirsch) — Tue, 03 Nov 2009 00:00:00 GMT

This month’s panel of producers tackle innovative ways to help employers stay competitive, top sales ideas, health care reform and take a closer look at the Massachusetts “experiment.”

Making the transition from life to long-term care insurance

CustomerService@sbmedia.com (Joseph W. Jordan) — Tue, 03 Nov 2009 00:00:00 GMT

Now is the right time to make connections and counsel clients on the importance of adding LTCI to retirement planning strategies.

Producers tapping technology to engage elusive middle market

CustomerService@sbmedia.com (Alan Lurty and Michael Rowell) — Tue, 03 Nov 2009 00:00:00 GMT

During these tough economic times, the middle market is realizing the importance of life insurance. Find out how you can use new tools and resources to reach these individuals in efficient and profitable ways.

Insure or invest: Which is best?

CustomerService@sbmedia.com (Carl Berdie ) — Tue, 03 Nov 2009 00:00:00 GMT

Eliminating the flawed life expectancy assumption can help you make a client’s nest egg last as long as the client.

Assessing GLBA: Ten years after the "Fall of the Wall"

CustomerService@sbmedia.com (John A. Tatom) — Tue, 03 Nov 2009 00:00:00 GMT

A look at how the barrier-breaking Gramm-Leach-Bliley Act has fared against its stated goals of facilitating competition and innovation.

A referral-based business that's built to last

CustomerService@sbmedia.com (Bill Cates, CSP) — Tue, 03 Nov 2009 00:00:00 GMT

With a strong referral mindset as your foundation, master these four cornerstones and you’ll build a practice where you can be selective instead of needy when it comes to obtaining new clients.

What's going on: Roth rush on the horizon

banderson@sbmedia.com (Brian Anderson) — Tue, 03 Nov 2009 00:00:00 GMT

Ready for 2010 yet? Or more specifically, are you prepared for tax law changes that take effect in 2010?

Is this about insurance? - Be a voluntary philanthropist

www.welshirecapital.com (Brent Welch, CFP, ChFC, CLU) — Tue, 03 Nov 2009 00:00:00 GMT

If you met Michael Jackson before he died, what would you have talked about? Maybe you would have had a conversation about music or dancing or how you appreciated his talent.

The investment edge: Too happy blues

richardhoe@richardhoe.com (Richard Hoe) — Tue, 03 Nov 2009 00:00:00 GMT

The other week was back-to-back with sponsored meetings. Combine that with online Webinars and teleconferences and one barely has time to do actual work.

To your good health: The velocity of change

dsaltz2@yahoo.com (David A. Saltzman) — Tue, 03 Nov 2009 00:00:00 GMT

I don’t usually use props in my speaking engagements, but this one was just too good to pass up.

Better prospecting: The art of marketing by seminars

CustomerService@sbmedia.com (Kim Magdalein) — Tue, 03 Nov 2009 00:00:00 GMT

With the use of electronic communications, it’s a new world that we live in. Some agents may be uncomfortable using e-mail and e-marketing, but if you wish to keep up, then it will be necessary to get on board.

LIS: Now & Then - Nov. 1948 & 2009

CustomerService@sbmedia.com (STAFF WRITER) — Tue, 03 Nov 2009 00:00:00 GMT

A look back at LIS content from Nov. 1948

Points that help you sell: 7 Questions to ask before buying a marketing service

CustomerService@sbmedia.com (Bob Richards) — Tue, 03 Nov 2009 00:00:00 GMT

Often, you have the opportunity to buy a seminar system, to participate in a direct mail program, a lead service, a telemarketing program, etc. The question is: Will your money be well-invested and will you get a return?

LTCP Training Update: State-specific content?

CustomerService@sbmedia.com (AHIP Insurance Education Staff) — Wed, 28 Oct 2009 00:00:00 GMT

America’s Health Insurance Plans’ new ongoing training course is now available. As most LTCI agents know, after you have completed the initial LTCI training, you have to take ongoing training every two years.