by Austin James | Jan 31, 2024 | Austin James, Sales Ideas
The increased desire for personalization from clients across the US offers an opportunity for agents and advisors to enhance customer satisfaction. The Capco US Insurance Survey of 2023 underscores this trend, revealing that policyholders are increasingly seeking...
by A&A Editorial Team | Jan 5, 2024 | A&A Editorial Team, Sales Ideas
The act of retirees returning to the workforce, also known as “unretirement,” is becoming increasingly common as people live longer and healthier lives, and as the cost of living continues to rise. According to a recent F&G study, about 44% of retirees or former...
by A&A Editorial Team | Dec 18, 2023 | A&A Editorial Team, Sales Ideas
The rules for 529 plans are changing, and financial professionals need to be prepared now to help their clients take advantage when these changes take effect. Starting in 2024, 529 account owners will have the option to use excess 529 plan funds to jumpstart the...
by Austin James | Sep 18, 2023 | Austin James, Sales Ideas
Artificial intelligence (AI) technology is quickly becoming a necessity in the financial industry, with investors and professionals alike seeing the technology as a great asset. According to the Morgan Stanley Wealth Management Survey, 74% of investors believe this...
by Frank Ragsdale | Aug 15, 2023 | Frank Ragsdale, Sales Ideas
Cross-selling can be a winning situation for customers, agents and insurers alike. By bundling multiple services and solutions within one company, customers can enjoy convenience and cost savings, while agents and insurers can benefit from reduced customer acquisition...
by John Poston | Jul 27, 2023 | John Poston, Sales Ideas
It’s no secret that in the world of finance, having a strong referral network is essential for success. Referrals are the lifeblood of the financial industry, providing a steady stream of clients, contacts and opportunities. With so many options for referrals, it can...