If you’ve been a successful insurance agent for a while, you probably have figured out how to market and sell your products and services in order to make a comfortable living. You’ve grown accustomed to these practices—i.e., how to identify and approach prospects, uncover needs, propose
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Agents and advisors today know instinctively that achieving one’s retirement-savings goals requires assuming some investment risk. Unfortunately, their prospects and clients may not always agree, according to a report from the Insured Retirement Institute (IRI) and AXA Financial.
The study,
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Economic conditions have a way of putting financial plans on the shelf. But when things improve, consumers feel less constrained, creating opportunities not only for themselves and their families, but also for their insurance agents and financial advisors. That’s the takeaway from a new survey
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