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 ...

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 ...

If there were ever a time for agents to reassess their presentations, how they anticipate and handle objections and how they present their planning and product recommendations, it’s now. Agents will, ...