Beginning March 29: To help insurance agents and financial advisors like you guide clients in making critical wealth, health and life decisions we will be moving our coverage from to

Our comprehensive coverage will help you expand your knowledge base and adapt a new client-centric approach that incorporates both insurance and investment solutions.

ThinkAdvisor’s new Life/Health channel is your roadmap to thriving in a disrupted environment.




Barriers to success for insurance professionals are more considerable than ever before. Increased product complexity and regulations, consumer indifference, and direct-to-consumer sales channels are only a few of the issues complicating today’s landscape. These barriers can be even higher for newly licensed agents who don’t have the resources and training necessary to foster a successful business. Too often they call it quits, leaving many retiring agents without a succession plan.


The Succession Initiative — a succession plan for the entire industry — seeks to tackle this problem as a community.

  • For new life & health agents and advisors licensed less than five years, the site connects you to the educational content, training and mentorship from industry veterans and companies that will help you be successful.
  • For seasoned producers, it offers you a chance to give something back by sharing your knowledge and expertise about what it takes to establish a successful practice.

Regardless of your experience level, the site offers peer-driven ideas, insight and resources to help you adapt to today’s insurance landscape and take your practice to the next level!

Weekly content culled by experienced editors:

  • NEW AGENT PROFILES - stories chronicling newly licensed agents – their origins, their aspirations, the hurdles they have to overcome, and the successes they experience along the way as they get their practice established. Email if you’re interested in being profiled.
  • INCUBATOR CHALLENGE BLOG - newly licensed agents present questions or a professional challenge, and seasoned producers weigh in with feedback, support and guidance. Submit a challenge now or email if you’d like to be part of our seasoned producer advisory board.
  • eNEWSLETTER - provides educational content, training and mentorship for newly licensed agents, while seasoned professionals hear from other successful advisors. Subscribe for free now.

Get the The Succession Initiative eNewsletter in your inbox each week.


Power your business with up-to-the-minute insurance news, analysis, and best practices from LifeHealthPro Daily eNewsletter – FREE.

Power your business with LifeHealthPro Daily eNewsletter – FREE.

Enter a valid email address.
Nichole Morford

Nichole Morford
Managing Editor

Thank you for subscribing to LifeHealthPro Daily!

Check Out More eNewsletters Now! Close

Advertisement. Closing in 15 seconds.