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 ...

Mary Hall is a editor for Investopedia's Advisor Insights, in addition to being the editor of several books and doctoral papers. Mary received her bachelor's in English from Kent State University with ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Investopedia / Ellen Lindner A captive agent is an insurance agent who only works for one ...