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 ...

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 ...

In 2015, New York Life Insurance Co. began building up a data science team to investigate the use of predictive models to improve efficiency and increase productivity. There were quite a few ...

Ask your agent which type of life insurance, term or permanent, best suits your needs. Confirm with your agent if your policy offers living benefits, like access to cash value or critical illness ...