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193 articles · Page 5 of 20

June 24, 2026 Compliance

Life Settlements

Ethical and regulatory considerations every agency should weigh before adding life settlements as a service line — when to add, when to stay out.

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June 23, 2026 Best Practices

Accelerated Death Benefits

ADB rider penetration is low industry-wide; the agency opportunity in training every life agent on the conversation.

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June 22, 2026 Best Practices

UW Tier Stacking

Agencies contracting 5+ life carriers place 95%+ of cases; agencies on 1–2 carriers place 50–60%. Stacking strategy.

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June 21, 2026 Best Practices

MPI Leadgen Channel

MPI is term life with mortgage framing — and it has its own predictable lead channels. How agencies decide whether to add MPI as a vertical.

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June 20, 2026 Best Practices

Convertible Term Pipeline

Term policies reaching expiry are the highest-converting prospect pool an agency has — and almost no agencies build a system for it.

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June 19, 2026 Best Practices

Living Benefits Riders

Chronic, critical, and terminal illness riders are the easiest cross-sell into senior books — and the most common rider an agency leaves on the table.

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June 18, 2026 Compliance

IUL Suitability

IUL is the highest-litigation-risk product line in life insurance. Agency-level guardrails that prevent the agency from being the next defendant.

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June 17, 2026 Comparison

Term vs Whole Life Mix

Portfolio reasoning, not per-customer reasoning. How persistency and chargeback economics drive the right agency-level term/whole mix.

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June 16, 2026 Compliance

ACA Cold Outreach Rules

Agency-level TCPA + ACA outreach guardrails. What's allowed, what isn't, and how to enforce it floor-wide.

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June 15, 2026 Features

ACA D+V Attach Rates

Ancillary attach is the highest-margin ACA upsell. Agency-level operational levers for moving the number.

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