Sales and Marketing

Chad Parks and Andrew Meadows of The Online 401(k) make it their mission to address America’s retirement problem.

Nelson Griswold on using voluntary sales as back-door strategy.

Mel Schlesinger on how important online testimonials are to closing an important sale.

John Lamb on why advisers should meet with HR to make open enrollment work smoother.

Craig Davidson on the relationship between health reform and the National Labor Relations Act Section 7.

Jack Kwicien on how brokers can change their business to meet their client’s needs through a variety of ways.

Mercer’s George Lane on why life and health agents should consider being in the financial services industry.

The National Association of Health Underwriters annual conference kicked off Sunday in Atlanta with a message from outgoing president Bruce Benton of California: “We’re going to ride this out.”

PricewaterhouseCoopers released results of an employee financial wellness study this week and found that 36% of employees in the generation born in the early ’60s through early ’80s say they’re likely to tap into their retirement savings.

Many people have a horrible memory of their first time speaking in public. Dry throat, nerves, the works. But there are ways to improve.