Category

Expertise And Insights

Category

3 Things a Spreadsheet Doesn’t Tell You About an IUL

3 Things a Spreadsheet Doesn’t Tell You About an IUL
Is the product at the top of the spreadsheet really the best solution? To make the best choices for clients, it’s important to know the whole story on product performance—not just their rank on a spreadsheet. This is especially relevant when it comes to Indexed Universal Life solutions.

See what’s missing

How to Protect Clients’ Assets—and Yourself—from Email Phishing Scams

Remember the good old days when fishing was simply a fun pastime?

Things are way more complicated now. We have phishing, spear phishing, and whaling—all very bad news for our clients—and for us as financial professionals. In fact, when we fail to recognize these forms of fraud and our clients’ accounts are compromised as a result, clients lose assets and we’re vulnerable to regulatory fines and worse.

Keeping Score – the Protective Way

As the year-end season quickly comes to a close, we believe it’s important to slow down and celebrate all we accomplished together over 2018 before turning our focus to a new year of goals and initiatives.
Take a moment to read a reflection of the year from Dave Sheridan, Protective Life’s vice president and managing director of life distribution, specifically highlighting the scores and victories that truly matter in our industry.

9 Tips to Get Your Business in Before Year End

As we near year end, life insurance professionals across the industry have a mutual understanding that the most imperative deadline of the year—December 31—is quickly approaching.
Learn what Kenneth Byrd, Protective Life’s 2VP of New Business Operations, suggests to ensure your cases are placed by December 31, 2018.

Mine Your Own Experience for Sales Gold

Dave Sheridan, Protective Life’s vice president and managing director of brokerage distribution, recently spoke to industry professionals attending LIMRA’s Marketing Conference. In his presentation, he revealed how to use personal experiences to provide solutions—rather than sales pitches—to clients. Find out what else Dave Sheridan had to say by reading his spotlight, featured in InsuranceNewsNet.