If You’re Tellin’, You’re Not Sellin’: How to Close More Financial Sales Without Pushing Products
Why Your Clients Tune Out—And What to Do Instead If you’re spending most of your client meetings talking, rattling off features, explaining policies, and proving how much you know… I hate to break it to you, but you’re losing sales. Your clients don’t care about your encyclopedic knowledge of products. They care about their problems, […]
50% LESS COST, 100% MORE IMPACT: A New Era of Retirement Planning
Let’s face it—the retirement planning world has changed. The old rules? They no longer apply. Clients are living longer, spending more, and facing unpredictable markets. Things were different when pensions and social security covered the bulk of retirement expenses. But now things are different: market volatility can become a real problem with people trying to […]
Your Four Obligations under NAIC’s “Best Interest” Model Regulation
Editorial Note: Please note that information in this blog is not meant to address all aspects of the Model Regulation, or any variations in individual state laws or regulations, and should not be considered legal advice. View additional resources, including an FAQ for the Best Interest Model Regulation on DMI’s My Back Office. In February […]