Five ways to position protection without feeling pushy

Despite insurance being a vital part of holistic financial planning, many advisers still hesitate to bring it up, worried they'll come across as pushy or self-serving. But in reality, the issue isn't with insurance itself, it's with how it's positioned. Over years of coaching hundreds of brokers on their marketing, sales and customer service, I've seen how challenging these conversations can be. Selling insurance can feel awkward, I get it. But when it's positioned with care and clarity, it doesn't just feel better, it works better too. Here are five strategies I've observed from coac...