Life Insurance Trends 2020

By Dan Pierson on Jul 1, 2020 8:30:00 AM

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.

Topics: Insuretech & Technology Advisor Insights

Where We're Going: LegacyShield Founder Q&A [Part 2]

By Dan Pierson on Jun 17, 2020 8:30:00 AM

[This is part two of a two-part Q&A blog series about LegacyShield. Click here to read part one.]

Topics: Insuretech & Technology Advisor Insights

Who We Are: Q&A with Founder of LegacyShield [Part 1]

By Dan Pierson on Jun 10, 2020 8:30:00 AM

[This is part one of a two-part Q&A blog series about LegacyShield.]

Topics: Insuretech & Technology Advisor Insights

Digital Transformation in Life Insurance Is Here to Stay

By Dan Pierson on May 13, 2020 8:30:00 AM

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.

Topics: Digital Distribution Insuretech & Technology Advisor Insights

7 Must-Know Tips for Insurance Advisors During Social Distancing

By Dan Pierson on May 6, 2020 8:30:00 AM

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.

Topics: Insuretech & Technology Advisor Insights

[Q&A] Trust the Process: Life with LegacyShield

By Krystal Lockwood on Apr 29, 2020 8:30:00 AM

Maintaining and growing your client base is always on your mind as a life insurance advisor – and it’s on our minds at LegacyShield too. That’s why a component of our insurance connectivity platform is designed to help you build stronger client relationships and dramatically increase your referrals while cutting out fruitless prospecting tactics.

Topics: Business Building Advisor Insights

Clients Need Reassurance During Challenging Times

By Dan Pierson on Apr 8, 2020 8:30:00 AM

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.

Topics: Best Practices Business Building Advisor Insights

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: Best Practices Business Building Advisor Insights

Legacy Planning for Same-Sex Couples

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

 

Topics: Advisor Insights