Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Re-Imagining Your Tool Box for the Small Business Client
By Warren S. HerschThough the U.S. economy is improving, observers say many small businesses are either unable or unwilling to set aside cash for permanent life insurance to fund non-qualified compensation plans for key executives.
June 04, 2011
Reinforcing Your ReferralsMy objective today is to assist you in building a better business by improving your ability to gain referred leads and also to show you some proven prospecting and networking methods.
June 04, 2011
Go for Gold (Because Silver Is Not Enough)Our role as agents is to constantly find ways to be Top of Mind with our clients; our company's role is to create Top of Market campaigns.
June 04, 2011
Marketing and Selling to Women Clients and Their FamiliesYou'll leave this session not just with a theoretical understanding of how women think, but with a game plan to gain their and their family's business--business that most of your competitors are leaving on the table.
June 04, 2011
Matching Services to Client Needs: How to Segment Your ClientsClient segmentation seems to be an area that is poorly understood by advisors generally. And even when they do claim to understand it, they struggle to implement the concept effectively into their business.
June 04, 2011
Come Fly With MeNine-year MDRT member Hynes uses pilot-advisor analogies to emphasize the relevance of using a predictable process in advising clients and the importance of goal-setting and business planning.
June 04, 2011
Marketing and Selling to Women Clients and Their FamiliesYou'll leave this session not just with a theoretical understanding of how women think, but with a game plan to gain their and their family's business--business that most of your competitors are leaving on the table.
June 03, 2011
Consumer Advocate: Shopping Not Easy for Medicare EnrolleesCurrent Medicare program rules place sharp limits on enrollees who would like to do their best to hold down their health care expenses.