Sales and Marketing

Since the institution of 401(k) plans more than 30 years ago, 401(k) providers have escalated the number of plan features to stay competitive within the marketplace. But, in order to be successful today, selling features alone won’t cut it, writes blogger Jerry Kalish.

While the top exchange leader confirmed Tuesday that 70,000 agents have completed federal training, documents obtained by Republicans suggest CMS might begin outreach to get more professionals involved.

Business owners may have flirted with the concept of self-funding in the past, and may have even discussed it with their brokers, but implementation has been notoriously slow. That's about to change, writes blogger Sam Fleet.

The Department of Labor is apparently close to finishing its controversial work on establishing a fiduciary standard.

One man is a walking example of the disability insurance he sells — now he wants to reframe how brokers and employees view this benefit.

David C. Smith uses his deeply analytical outlook to deliver unique, cost-cutting results for clients and a new mindset to fellow advisers.

Jack Kwicien tells you what you need to do now to make 2014 a break-out sales year

John Lamb on two technologies that will help you keep pace with advancements.

Nelson Griswold provides four tips for making sure you make the right decision for your client.

Countless statistics show this demographic is woefully under-insured.