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Table of contents
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EDITOR ’ S NOTE : The independent insurance and financial services markets are picking up speed as 2021 comes to a close . ID Trends shares the latest trends in the market .
By Pam Sheehan , NAILBA Vice President , ID Media Network
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Trends in life Key takeaways from recent reports and research on life insurance sales and consumer opinions .
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The annuity sales process Fixing the pain points .
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Having a moment Trends show personalization goes a long way towards client relations .
By Brian Vestergaard
Technology trends A look at sales and marketing amidst technology transformation in the industry .
By Charles Pedneault
Impact on DI market Latest survey results from MDRT reveals perceptions around DI and protecting family needs .
Stop selling it ! Latest ways for developing DI business .
By Adam Mahnen
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Q2 annuity sales Wink , Inc . shares latest Q2 sales for all deferred annuity , indexed annuity , and fixed annuity by quarter and distribution channel .
Deeper dive The latest report from Secure Retirement Institute on whether advisors will be selling more annuities in the future .
What are you thinking ? Secure Retirement Institute shares report on what advisors think about fee-based annuities .
Looking ahead : Top tech trends across all insurance verticals from McKinsey & Company .
ID Trends is published bi-yearly by NAILBA , the National Association of Independent Life Brokerage Agencies , as a resource to the insurance and financial services industry . It is distributed both in print and digitally to NAILBA members , industry professionals , and attendees of the NAILBA annual meeting .
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NAILBA BOARD OF DIRECTORS : Jason E . Lea , Chair John Gilbert , Chair-Elect Victoria Van Dusen-Roos , Treasurer Seixas “ Chad ” Milner III , Immediate Past Chair
Jim Duff Jason Grover Debbie Hannam
Luke Ramsey Malcolm Sklar James Wong
NAILBA STAFF :
Daniel LaBert Chief Executive Officer
Pam Sheehan Vice President , ID Media Network
Joangel Concepcion Senior Director , Membership & Digital Engagement
Allison Howard Client Support • ahoward @ nailba . org
Katie Holder Executive Assistant
Kelly Maheu Executive Director , NAILBA Charitable Foundation
Shara Wells Senior Director , Annual Meeting
TEAM EDITORIAL CONTENT AND SALES : Pam Sheehan • PSheehan @ nailba . org
LAYOUT AND DESIGN : Tim Ingersoll • tim @ tsolldesign . com
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ISSN 2639-9784 ( PRINT ) ISSN 2639-9806 ( ONLINE ) Copyright is reserved throughout ID Trends . No part of this publication may be reproduced or reprinted without the expressed written consent of NAILBA . The views expressed in ID Trends are those of the authors and are not intended to represent the views of NAILBA .
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ID Trends c / o NAILBA 10304 Eaton Place , Suite 100 , # 1022 Fairfax , VA 22030
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NAILBAID trends
AUTHORS AND INTERESTED WRITERS :
ID Trends welcomes comments and feedback on articles and content . Visit NAILBA . org / Media for content submission guidelines and schedule , or to submit your article for consideration . Contact Pam Sheehan at PSheehan @ NAILBA . org with further questions . ADVERTISING : Please visit NAILBA . org / Perspectives for 2021 Media Kit , ad rates , and terms . To learn more about additional opportunities to partner with NAILBA , contact Pam Sheehan at PSheehan @ NAILBA . org .