The annual Insurance Barometer Study tracks the perceptions, attitudes, and behaviors of adult consumers related to financial behaviors, with a focus on life insurance. This year, just 52 percent of Americans report having life insurance coverage, which means the opportunity for YOU is growing. Take a look at the rest of the results and arm yourself with the facts as we head into September’s Life Insurance Awareness Month – the perfect time to talk with your clients about their life insurance needs!
Situation: A financial representative called her dedicated DBS Case Design Analyst with concerns about balancing the life insurance and long-term care goals of a married couple. Her client’s husband refused to attend a planning meeting to discuss long-term care, but always attended meetings in the past. The client was very interested in discussing long-term care […]
Many financial professionals put off the all important long-term care conversations with their clients, because it can be uncomfortable if the client is reluctant. However, as a professional, it’s one of the most important discussions to have. If you need inspiration, here are 10 reasons why you should talk to them NOW, sooner rather than […]