The InsurTech trend—the infusion of technology into the relatively tech-skeptical insurance industry—is growing, and it’s not stopping anytime soon. But what is InsurTech, really? And how can it help you? Let’s talk about it.
The Realities About Millennials and Their Plans for Retirement
Millennials want to shop online, and buy from brands that they trust. But does that apply to financial strategies, too? Do millennials save for retirement, and if so, how? FINRA recently debunked several millennial myths about their financial strategies, and here’s what they found.
How are you Talking to Your Clients?
Right now, your clients need you to tell them about what they don’t know. So, start by giving them the knowledge they need to make an informed decision about working with you and about their insurance options. Here are some tips to do that effectively.
Understanding 5 Common Life Insurance Concerns and How to Talk Through Them
Bring up life insurance to your clients and they may get defensive or list off their concerns to getting their own life insurance policy. To help you understand these doubts, here’s how to approach the most common concerns and show clients the opportunities life insurance provides.
Why Being “Always On” may not Always be a Good Thing
Being always available and always collaborating or communicating can hinder productivity and decision-making. Even though your back office staff and financial professionals may appreciate your quick response and availability to talk after normal work hours, it may be more beneficial to wait. Here’s why...