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NAIC updates annuity sales best interest model regulation

State regulators revise model to require producers act in customer’s best interest when recommending annuity products.

Insurance Agent Discussions

Recent Insurance Training News

Why agents don’t make more sales

One mistake agents often make is defining their role too narrowly as being a salesperson. It can also be the reason they don’t close more deals.

Get ready to network Disney-style at ICMG 2020 conference in January

Registration is open for the Inter-Company Marketing Group 2020 conference, set for January 29-31 at the Walt Disney World Dolphin Resort in Orlando.

New report shares top traits of highly effective advisors

New special report based on year-over-year trends provides playbook to help RIAs and fee-based advisors earn more and manage more AUM.

Kelly and Kelly to Keynote NAILBA 38

The National Association of Independent Life Brokerage Agencies, (NAILBA), announced Hall of Fame NFL Quarterback Jim Kelly and former U.S. Secretary of Homeland Security and White House Chief of Staff General John Kelly will headline NAILBA 38 in Dallas later this year.

If you don’t fix it, you can’t succeed

Arguably the most critical need facing companies today: people who can fix things. Here’s how to be one of them.

InsureTech Connect announces more speakers for 2019 event

The speaker lineup is fattening up for InsureTech Connect's 4th annual conference, which will take place at the MGM Grand Las Vegas Sept. 23-25.

Friend or Client? Which comes first?

The first thing you must do when searching out high net worth prospects is to get them talking. But should the relationship start from the social or the business side?

SEC adopts Regulation BI in 3-1 vote

The Securities and Exchange Commission (SEC) voted in favor of adopting a final amended version of the Regulation Best Interest rulemaking package on Tuesday, drawing praise from the insurance industry.
Think like a customer

Think like a customer or lose the sale

Salespeople are often told not to fall into the trap of thinking like a customer because they will lose focus on what they want to accomplish: Closing the sale. What if the opposite is true?

Market specialization provides clues to agent priorities

New survey finds there are identifiable areas where insurance carriers, insurance marketing organizations, brokerage general agencies, and other insurance wholesalers can improve their services to the independent agents.

Insurance Training Articles Archive