Why People Buy Annuities

LIMRA annuity researcher says surveyshows clients are anxious about income and need a financial plan before buying. Selling life insurance might seem to be more art than science. Sure, successful sales systems have their tested components derived from experimentation, but when it comes down to it, it’s the artful salesperson who usually closes the deal. … Continue reading

Develop your Supplemental Retirement Income Sales

Help Clients Meet Their Estate Planning Needs Click here to watch the video brought to you by North American Company The supplemental retirement income strategy uses permanent life insurance to provide clients with death benefit protection while offering the potential to supplement their income during retirement. Topics covered below include: Client profile Helpful tips Illustration software … Continue reading

DI Newsletter from DAI for July 2012


DAI News & Notes: Selling Term Riders from LGAmerica


Ethnic Marketing–How Cultural Differences Affect Retirement Planning and Saving

Ethnic Marketing–How Cultural Differences Affect Retirement Planning and Saving by Fabian Gonzalez California’s financial professionals know, perhaps better than anyone, that the emerging opportunity to serve multicultural markets is significant. Sixteen percent of the nation is of Hispanic/Latino origin, but that percentage is more than double in California (38%), according to 2010 Census data. Similarly, … Continue reading