If there were ever a time for agents to reassess their presentations, how they anticipate and handle objections and how they present their planning and product recommendations, it’s now. Agents will, ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Erika Rasure is globally-recognized as a leading consumer economics subject matter expert, ...

WSJ Buy Side is The Wall Street Journal’s research and commerce team. Our commerce content is distinct from our newsroom coverage. We earn a commission from some links in our articles. Learn more.

I know that sounds ridiculously obvious. And simple. Well, it’s not that simple. Every prospect’s situation is unique and an agent’s ability to bob and weave through a wide range of objections and ...

Ashlee is an insurance editor, journalist and business professional with an MBA and more than 17 years of hands-on experience in both business and personal finance. She is passionate about empowering ...

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. A few ...