What's left at the end? Make the benefits of a policy tangible in client conversations.
When religious people have reservations about the capital market, Islamic ETFs can be a solution.
When an insurer offers favourable terms, it has a positive effect on returns.
The NAV tariff model transforms the remuneration structure. Over time, both sides benefit.
Policies are meant to provide security. Real insurance protection also depends on where the provider is based.
Trust is the foundation of a stable client relationship. That is why it pays to build it systematically.
The basic pension (Basisrente) is attractive for tax purposes, especially when it is offered as a net policy.
Green funds make sustainable investing possible. For clients, it can pay off financially, too.
Young people want to live and save flexibly. Today that works with an ETF account, or with a fund-linked policy.
Some intermediaries are intimidated by liability risks. Others are motivated by them.
The demands on your profession keep rising. But AI keeps getting more powerful, too.
As contracts age, performance often stalls. So act early!
A survey shows how much openness matters to young clients, and that creates opportunities for brokers.
Millions change hands through inheritances and gifts, and some of it goes to the tax office. With good advice, heirs can save a lot of money.
Sales today is unthinkable without social media. For true communication professionals, that's no problem.
Many women face a particularly large pension gap. That makes private pension planning all the more important for them.
When the maturity benefit falls due soon, many questions arise. Now it's up to you to answer them competently.
Regularly reviewing the portfolio of running contracts pays off for clients and brokers alike.
