This is the third year I’ve published a life insurance agent’s to-do list. The list represents my humble attempt to suggest ways for agents to be more productive and effective in the year ahead. A few ...

The leadership team of a life insurance agency has gathered for its quarterly planning meeting. Their topic for today: How to help agents increase production across the various lines of business. Of ...

Matt Richardson is the senior managing editor for the Managing Your Money section for CBSNews.com. He writes and edits content about personal finance ranging from savings to investing to insurance.

Only a few years ago, with the onset of the COVID-19 pandemic, many in the life and annuity insurance industry believed that the direct-to-consumer channel would be a salvation — and that agents would ...

It’s the most difficult common objection to overcome for most life insurance agents, especially those who are new or part-time to the business. It might even be worse than “I’m not interested.” At ...

In 2023, McKinsey published a report titled "Redefining The Future Of Life Insurance And Annuities Distribution." The report highlighted a sobering reality: The life insurance industry is facing a ...