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 ...

In 2015, New York Life Insurance Co. began building up a data science team to investigate the use of predictive models to improve efficiency and increase productivity. There were quite a few ...

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, ...