Working from Home: Tips for Insurance & Financial Advisors

By Krystal Lockwood on Apr 1, 2020 8:30:00 AM

We’re all experiencing dramatic shifts in our lives due to the novel coronavirus pandemic. One of the most significant ones is that millions of Americans are now working from home to help stop the spread of the virus.

Topics: Best Practices

Stay Connected with Clients

By Chris Haley on Mar 25, 2020 8:30:00 AM

Providing superior service has been and always will be the key to building your client base in the life insurance industry.

Topics: Insuretech Best Practices Business Building Advisor Insights

Long-Term Care Planning In the Digital Age

By Dan Pierson on Mar 18, 2020 8:30:00 AM

It’s impossible to create a sound financial plan without taking your clients’ health into consideration. That’s because medical care is one of the most significant expenses they’ll need to plan for in retirement, particularly when in-home care or a nursing facility is part of the equation, which it frequently is. To mitigate the risk of having more medical care expenses than your client can afford, you’ve likely introduced the idea of investing in a Long-Term Care product solution.

Topics: Best Practices Long Term Care insurance

Break the Rule of 66

By Michael Babikian on Mar 11, 2020 8:30:00 AM

As most financial advisors are aware, the “Rule of 66” refers to the percentage of the next generation who fire their parents’ advisors. “Fire” might be a bit harsh ― it’s rarely as a result of any ill will ― so let’s say they choose not to engage their services.

Topics: Best Practices Business Building

Why Digitally Storing Legacy Plans Is the Future Of Life Insurance

By Heather McKee on Mar 4, 2020 11:30:49 PM

Digital technology has vastly transformed nearly every industry, many of which have already adapted their models to ensure future success. For life insurance advisors, though, the two primary ways of delivering policy documents – via paper or electronically – has remained the same for many years. 

Topics: Digital Distribution Insuretech Technology

Finding More Life Insurance Prospects Through Technology

By Dan Pierson on Feb 26, 2020 3:39:35 PM

Finding and converting prospects – we all know it’s critical to success in the life insurance industry. But prospecting is often the most difficult and time-intensive part of the sales process. With more than 40 percent of Americans not having any form of life insurance, the market is out there. And today’s marketing and sales tools make it possible to instantly connect with qualified life insurance prospects.

Topics: Best Practices Business Building Technology

Three Tips For Working With Millennial Clients

By Krystal Lockwood on Feb 19, 2020 12:03:50 AM

In our current world, generational lines have been drawn in the sand like never before. The buying habits, values, wants, and needs of Millennials have only just begun completely reshaping many mainstay industries from the ground up as businesses evolve to meet the demands of a brand new demographic. Millennials were the first generation to have technology fully integrated into their lives from inception, and this access to immediate information on a variety of topics has transformed the landscape of consumerism as we know it.

Topics: Best Practices Business Building working with millennials

Insurtech: The Disrupted and the Disrupter

By Chris Haley on Feb 7, 2020 12:25:40 AM

With technological disruption all around us, it’s a wonder more insurance companies aren’t readying themselves for an assault—or at least some stiff competition. The reality is that innovation is painful.  I was part of the disruptive technology scene that occurred in wealth management over a decade ago and I can attest to the challenges and benefits of technology disrupting a highly regulated industry.  However, as my business partner, Michael Babikian reminds me, life insurance is a bit different.  It requires upending decades upon decades (centuries, in some cases) of processes and redefining a deep-rooted business model. It means overhauling complex infrastructure or investing in an external solution.

Topics: Digital Distribution Insuretech

Go Beyond the Traditional Advisor-Client RelationShip

By Krystal Lockwood on Feb 4, 2020 11:14:36 PM

Regardless of your line of work, client base, or professional experience, connection is always key when building successful relationships. As a financial advisor or any other financially integral professional, your relationship with your clients is often part of a much larger and more vertically integrated story. Throughout the process, you become privy to the most personal parts of your clients' lives and livelihoods. You end up discussing not just their financial goals but their hopes, dreams, and legacies. These topics deserve a reverence all their own, and connecting with your clients through a combination of honest communication and trust-building is paramount to the success of the professional relationship. Below, we’ve gathered our top tips for how to build meaningful relationships based on trust and transparency to bring your business to the next level. 

Topics: Best Practices Business Building


By Dan Pierson on Jan 27, 2020 1:36:04 PM

You’re the financial expert. You’re the person your clients turn to to determine their insurance needs, protect their assets, and figure out how to prepare for the future. You may discuss the importance of trusts and wills, the importance of retirement, and many other items related to their financial lives. It’s you pulling the levers behind the scenes to ensure their families are protected.

For Sentimental Reasons

By Michael Babikian on Nov 18, 2019 3:29:52 PM

The time for family togetherness and holiday traditions is just around the corner. These annual events, whether trimming the tree or marathoning holiday movies, are an important part of our lives. They are traditions that give our lives meaning.

Baseball's Battle of the Leagues

By Michael Babikian on Oct 22, 2019 12:19:58 PM

It’s the end of baseball season—time for the World Series, the final battle between the top teams from the National and American leagues. And a time to reflect on where it all began with that first “official” World Series in 1903.

The Evolution of Halloween Traditions

By Michael Babikian on Oct 21, 2019 3:28:27 PM


Get Ahead of the Retirement Curve: Four Reasons the Time for Succession Planning is Now

By Michael Babikian on Aug 22, 2019 2:55:25 PM


7 Hacks to Teach Your Kids About Money

By Michael Babikian on Aug 22, 2019 2:54:57 PM


The Advisor Dilemma

By Michael Babikian on Aug 22, 2019 2:53:17 PM


A Legacy Plan for Your Pets

By Michael Babikian on Aug 22, 2019 2:52:42 PM


Your Future Starts With How You Live Your Legacy Today

By Michael Babikian on Aug 22, 2019 2:49:47 PM


You Are Your Legacy

By Michael Babikian on Aug 22, 2019 2:48:04 PM


Increase Your Consumer Share of Wallet

By Michael Babikian on Aug 22, 2019 2:47:15 PM


A Trust Can Be a Flexible and Smart Legacy Solution

By Michael Babikian on Aug 22, 2019 2:41:06 PM


Consumer Data Tells a Story: Use it to Inform Your Business Strategy

By Michael Babikian on Aug 22, 2019 2:40:38 PM


Who's Driving, Anyway? Insurance Pros Should Hand the Keys to Consumers

By Michael Babikian on Aug 22, 2019 11:52:48 AM


When You Need to Innovate But Don't Have the Resources

By Michael Babikian on Aug 22, 2019 11:52:14 AM


Leveraging Tech-Innovation is Paramount for Insurers

By Michael Babikian on Aug 22, 2019 11:51:36 AM


Harnessing Disruption in the Insurance Industry

By Michael Babikian on Aug 14, 2019 1:21:17 PM


Does an Insurance Carrier-Consumer Relationship Make Sense?

By Michael Babikian on Aug 14, 2019 1:20:13 PM


Legacy Planning for Same-Sex Couples

By Michael Babikian on Aug 14, 2019 1:13:52 PM


New Laws Crack Down on Access to Digital Assets

By Michael Babikian on Aug 6, 2019 6:46:52 PM