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Financial Planning, Insurance

5 Ways CLU® Designees Give Their Clients Peace of Mind

Life insurance planning includes determining how much and what type of insurance is needed. Financial planners must understand the client’s goals or objectives and priorities....

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Insurance

Millennials Don’t Think They Need Insurance: How the CLU® Helps You Sell To Them

Baby boomers, Generation X, and millennials offer three very different perspectives existing in the workplace right now. Each group has been widely studied, and their...

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Retirement, Insurance, Wealth Management

The Life Insurance Agent as Financial Planner

There are two major trends occurring with the insurance and risk management aspects of financial planning. First, many traditional life insurance agents are becoming financial...

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Insurance

Using Cash Value Life Insurance for Better Retirement Outcomes

Timing is everything, especially during a client's "accumulation years" when fluctuations in the market can severely impact the value of their investments and retirement...

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Insurance

Getting Back to the Basics of Building Client Relationships

Building your client base, a mix of science and art, is at the core of every successful financial services practice. Even veteran financial advisors and insurance agents can...

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Insurance

The Power of Positivity in Disability Insurance Conversations with Clients

Words are incredibly powerful. In discussions about disability insurance especially, the words a financial advisor chooses can make or break potential relationships. But the ...

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Insurance

9 Concepts to Eliminate from Disability Insurance Sales Conversations

Poet William Butler Yeats once said to “think like a wise man, but communicate in the language of the people.” While it’s true that the right verbiage and empathetic delivery...

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Insurance

4 Ways Insurance Agents Who Have a Financial Designation Excel and Grow

If the competitive landscape wasn’t already rampant among insurance agents, robots have also started providing insurance advice. In 2016, the Buyonic Insurance Agency opened...

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Insurance

Get Your CLU® for Your Clients' Sake

When it comes to pursuing a CLU® designation, some financial advisors may hesitate, because they don't know if it's right for them. However, there is one group that can benefit...

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