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.

So, let’s assume that a client and their tax and investment advisors are about to meet with an agent for an introduction to PPVUL. This isn’t the first such presentation these advisors have heard, but ...

Over the past two years, generative artificial intelligence (AI) has captivated public attention. This year signals the ...

Commissions do ... insurance companies generally pay brokers a commission; you shouldn’t have to pay unless you agree to additional services. A health insurance broker is different from an agent ...

Uri Gal does not work for ... For instance, imagine using a personal “AI financial advisor” agent to buy life insurance. The agent would analyse your financial situation, health data and ...

The agent may represent either the buyer or the seller. A real estate broker does the same job as an agent ... 65% of whom were licensed sales agents. Another 22% of these were brokers, and ...

Commissions do not affect our editors' opinions ... What’s the Difference Between an Insurance Broker and an Independent Insurance Agent? The difference between a broker and an agent is that ...

Call your car insurance company if you can't pay your bill ... Depending on your insurer, you may not even have to call an agent to do so. For example, Geico allows customers to delay autopay bills by ...

Agentic AI, often called AI agents, involves setting up software programs to do tasks that humans normally ... However, its sales growth has been a bit slow, by most software company standards ...

New AI models do things that weren’t previously possible in software, and can be difficult to judge whether a given new ...