Life insurance

Explore articles that help you deliver life insurance solutions — covering product types and features, positioning strategies, customer use cases, objections handling and guidance for recommending coverage that aligns with customer goals.

Help clients understand variable universal life insurance

Learn how to explain the fundamentals and potential benefits of VUL to help clients decide if it’s the right fit for their financial goals.

Financial professional woman helping senior man signing documents at a desk.

How to help clients shopping for life insurance for seniors

Life insurance can be complex for clients — especially seniors or those planning for aging parents. As needs shift in retirement, help clients evaluate options, understand key factors and choose coverage that fits their goals.

Happy parents talking while enjoying their girls playing on a patio.

5 ways clients can use life insurance

Starting life insurance conversations can be tough. Clients often feel uncomfortable, leaving gaps in protection. Leading with empathy and tying coverage to their financial goals can help.

Happy financial professional talking to his clients on a meeting in the office.

7 ways you can help close the life insurance gap

Just over half of Americans have life insurance, leaving about 102 million adults uninsured or underinsured. Many believe they need more coverage, creating a significant gap — and an opportunity for agents.

Female financial professional standing in front of a wall of windows in an office and using a tablet to show client couple life insurance information.

A checklist for your first-time life insurance clients

First‑time life insurance buyers may feel overwhelmed. A simple 5‑step overview — identify needs, compare options, choose a policy, apply and put coverage in place — helps set expectations and build confidence.

Loading component...

Explore next

Male financial professional sitting at a desk in his office talking with female client.

Client conversations

Browse articles designed to help you lead confident client conversations — covering common questions, needs‑based framing, product comparisons and guidance for explaining life insurance and annuities in clear, client‑friendly terms.

Male financial professional sitting across from clients at a desk in an office answering questions about annuities.

Annuity

Explore articles that help you deliver annuity solutions — covering annuity types, income strategies, product positioning, customer scenarios and guidance for recommending retirement income solutions that align with long‑term customer goals.

WEB.7787674.04.26