The Allure of Annuities for High-Net-Worth Individuals
High-net-worth individuals are constantly seeking strategies to safeguard and grow their wealth. Annuities have emerged as a popular choice due to their stability, tax benefits, and the creditor protection they offer, among other advantages. Annuities provide a secure...
Breaking the Bad News: How to Have Honest Conversations with Your Clients
Navigating sensitive conversations is a core skill for every insurance agent and financial professional. While delivering honest advice can be tricky, it’s essential for building trust and guiding clients towards sound financial decisions. Learn how to break bad...
The Compliance Consequences of Ghostwriting and How to Avoid Them
As an active agent in life insurance and annuity sales, it’s crucial to be aware of the practice of “fronting,” commonly known as ghostwriting. This practice presents a significant compliance concern for both the agent and the carrier and is strictly prohibited by the...
How Infrastructure Investments Are Shaping Your Clients’ Annuities
The Biden administration has made a renewed commitment to investing in infrastructure, and that could have a big impact on the investments that back the life insurance policies and annuity contracts of our clients. Register to read entire article or Username Password...About Author
Chris Campbell
Chris Campbell is a Senior Account Manager at DFS Marketing, where he works with case design and assists insurance agents through the entire sales process, from marketing to policy service. Prior to working at DFS, he worked as an independent insurance agent and now uses that valuable experience to better serve agents.
Connect with Chris on LinkedIn.
