If these past few months have taught us anything, it’s that trend-forecasting is an inexact science. We’ve all known for at least the past two decades that technology would continue to change our world, seamlessly integrating itself into our daily lives until almost everything can be ordered, viewed, or accomplished digitally.
Recent posts by Dan Pierson
[This is part two of a two-part Q&A blog series about LegacyShield. Click here to read part one.]
[This is part one of a two-part Q&A blog series about LegacyShield.]
As Bob Dylan so wisely wrote, the times, they are a-changin’. While that statement was made over 50 years ago, it continues to be relevant. The most notable catalyst for these changes? Technology.
Topics: Insuretech & Technology Insurance
Considering your career options? If you’ve been thinking about a career in selling life insurance, then your timing is just right.
Digital transformation has long been on the horizon for the life insurance industry, but the last several months have rapidly shifted the market. With more Americans seeking life insurance and using online tools to find it, advisors are quickly adjusting to meet new demand and digitize many of their processes.
As a society, the current pandemic situation has given us a rare glimpse into the future of business, both as individuals and as an industry. While some people and businesses have found comfort in doing things the traditional way, mandatory social distancing has forced many of us to find innovative solutions to these new challenges. Luckily, technology has made this transition relatively easy with a variety of options that help facilitate business in a socially distant environment. Even as the pandemic eases its grip on the world, we may find ourselves re-entering a society that conducts its business a lot differently. In addition, the values and abilities that many clients look for in their financial advisors have changed faster than you can say “Zoom meeting.” Keep reading to explore 7 must-know tips for working with clients in a social distancing environment to help prepare yourself and your practice for the brave new world ahead.
Choosing life insurance is a decision people often put off for years – even if they know the importance of getting a policy. It’s during challenging and uncertain times like we’re experiencing now that people are spurred to purchase or reevaluate their life insurance policies.
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 Insurance
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.