March-April 2024

The latest research reinforces the need for more straightforward communication by the profession. In this issue, we asked our contributing writers to share their ideas for simplifying the insurance-speak for life insurance, LTC, DI, annuities, and supplemental health. Continue reading…

Financial advisors, insurance professionals, even lawyers may need to be generalists in financial planning, especially regarding legacy planning. Learn 3 ways of using language to help clients better understand their opportunities so they can take action more confidently. Continue reading…

Promoting better understanding starts with reframing product presentations by making them less about changing minds to force a sale, and more bout changing the context to complete a purchase. Continue reading…

Younger professionals are desperately needed. But are we failing veteran advisors? How to foster success in a multigenerational workplace. Continue reading…

Your designation can be a POWERFUL tool when strengthened with continual respect for an ethical standard and your pledge of accountability. Continue reading…

As the insurance landscape continues to evolve, intensified competition leads to undeniable conclusions. For successful financial professionals to thrive, they must become better. Continue reading…

Despite improvements in the economy the past year, more than half of Americans said they were very/extremely concerned about the economy throughout much of 2023. New LIMRA data from January 2024 suggests that consumer sentiment may have finally caught up with the economic conditions. Continue reading…