Laurie Sepulveda is a MarketWatch Guides team senior writer who specializes in writing about insurance, investing, personal loans, home equity loans, mortgages and banking. She lives in North Carolina ...

Successful agents and advisors have long used cross-selling to offer additional products and services to their existing clients. When done properly, cross-selling often results in increased sales ...

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Many CPA firms now provide insurance and investment services to their clients in addition to core services. This can be an attractive avenue to growth that increases client retention and firm revenues ...

Cross-selling is a cornerstone of effective insurance sales, offering significant opportunities to enhance client relationships and meet critical needs. One such opportunity that often gets overlooked ...

Some call such financial advisors bad brokers; some liken them to cockroaches. They come in all shapes and sizes, but new research shows that a default career path is selling insurance, particularly ...