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 ...

In my article “Life Insurance Policy Themes for 2023,” I suggested a tweak in what I called the “discourse” among agents and others in the life insurance business. The tweak was to talk less about why ...

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.

Please provide your email address to receive an email when new articles are posted on . In other articles for Residency for Retirement, we have explained that permanent life insurance, also called ...

NEW YORK, NY – In recognition of Jaydev Patel’s extraordinary career, New York Life has unveiled a statue commemorating him as the most successful agent in the company’s history. The statue, placed in ...

For decades, the life settlement industry has had a complex relationship with agencies and broker-dealers. The business processes associated with the secondary market for life insurance policies have ...

I know that sounds ridiculously obvious. And simple. Well, it’s not that simple. Every prospect’s situation is unique and an agent’s ability to bob and weave through a wide range of objections and ...

David Price is the CEO and Founder of The Price Group, one of the fastest-growing insurance agencies in the country. Final expense life insurance is becoming one of the most important and accessible ...

The Insurance Collaboration to Save Lives (ICSL) announced a groundbreaking partnership with Envela Insurance, a platform built for independent agents. Their joint initiative, Life Is Personal, unites ...