Financial professionals must sell too. They’re just selling services instead of products.

Abacus Life went public via a SPAC in July, and is now getting into the wealth management business.

Taking a strategic approach to insurance is one possible answer to the call for organic growth.

At this stage of clients’ lives, addressing fears is just as important as their goals.

It’s not just the technical, it’s also the technique.

Clients join in to interview competing companies.

Life events or job changes can be a great client touchpoint and signal for a review of client health insurance.

This framework can aid in wealth accumulation and help business-owner clients attract and retain top talent.

Collaborative advisors set the stage for a client’s informed decision.

A policy that performs justifies the premium costs and liquidity constraints. Unfortunately, it's all too common for life insurance to use and hold value that's better deployed elsewhere.