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  • Four essentials of financial planning for first-time parents

    Being a first-time parent is an exciting experience that is followed by a new set of responsibilities. At times, these responsibilities can be both exhilarating and exhausting.

    Date : 24 Jul 2022
  • 3 questions to ask your clients to determine how much coverage they need

    When choosing a life insurance policy for your clients, one important thing to consider is how much they will need. Someone who is retired may not need as much as someone who is raising a young family. There are different ways to calculate life insurance coverage based on your clients' circumstances.

    Date : 12 Jul 2022
  • 5 trends transforming financial advice

    Jack Sharry, co-chair of MMI's Digital Advice Community, a member of the Next Chapter Executive Leadership Advisory Board, sees five trends in the race to improve financial advice.

    Date : 26 Jun 2022
  • 3 questions financial advisers should ask their clients

    As financial advisers, you are professionals who assist clients with wealth management and personal finance decisions. These come in the form of a variety of services, including asset management, tax preparation, and estate planning; and expertise ranging from answering queries about insurance to setting out a comprehensive money-management plan.

    Date : 21 Jun 2022
  • New ways to reach the younger generation of potential policyholders

    At the recent Global Annual Conference of the International Financial Architects Academy (IFA Academy), speakers touched on how insurance professionals can navigate the brave new world of life insurance.

    Date : 24 Apr 2022
  • Educating and advising clients

    For the average customer, insurance is complicated and confusing. In most cases, your potential client is not familiar with the types of insurance available and how to identify the ones most appropriate for them.

    Date : 21 Mar 2022
  • Digital tools and virtual selling here to stay

    In the short span of about two years, the pandemic has changed how advisers interact with their clients. Agencies have adapted, to conform to prevailing social distancing regulations and to match changing customer habits.

    Date : 15 Mar 2022
  • Five techniques to get more clients

    Once you have sold a policy to a client, you can start relying on premium renewals for revenue. But how do you even get to that stage? Whether you are working on expanding your clientele or are a newbie, looking for ways to get new clients is a constant priority. Here are five ways you can go about doing so.

    Date : 14 Mar 2022
  • Women starting to invest earlier

    More than a third (35%) of younger women said they started investing with a modest sum of money to get comfortable first, according to Fidelity's 2022 Money Moves Study released on 1 March to mark the start of Women's History month.

    Date : 10 Mar 2022
  • Different ways to close a sale

    Successfully closing sales is what gets insurance agents their income. But what are the better ways to close a sale? It varies from person to person and depends on what works best for each individual.

    Date : 08 Mar 2022
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