Tech Support

Afraid to jump on the technology bandwagon? Don’t be. Financial planner Bill Winterberg says he can understand why many of his peers treat new technology as warily as they would an investment recommendation from someone with no track record. “I think many advisors want to see a proven return on investment, and they want to … Continue reading

Downright Revolutionary: But Is Today’s Technology Enhancing Client Interactions?

If there’s one statistic that illustrates what Eric Clarke characterizes as perhaps the biggest shift in both the rapid pace of technological change and the way in which it’s changing professional life, it’s this one: today, 7 percent of World Wide Web traffic comes from mobile devices—smartphones and tablets—but it’s projected that by 2014 the … Continue reading

The Life Insurance Glass is More Than Half Full

The large population of uninsured and underinsured Americans could mean billions in sales — but only if agents make a few changes. By Rose Cahill March 1, 2012 • Reprints 28 Findings in a newly released study by Acxiom on life insurance shopping reinforce other studies we have seen over the last few years. Namely, … Continue reading

The Life Insurance Glass is More Than Half Full

By Rose Cahill for LifeHealthPro.com.  Rose is vice president, Life Insurance Industry, for Acxiom Corp. Findings in a newly released study by Acxiom on life insurance shopping reinforce other studies we have seen over the last few years. Namely, 50% of the population is uninsured, and 80% of those with insurance likely don’t have enough. … Continue reading

Study Finds Warning Signs For Independent Producers

An interview with Peter Walker Peter Walker, a director at the widely respected McKinsey & Co. consulting firm, unveiled some alarming findings at the LIMRA annual conference from his two-year study on the insurance industry. He discovered the insurance industry is losing its share of consumers to other financial services. In this discussion, he looks … Continue reading