AgentAdvisors: Use Technology To Become Relationship Managers
By Gordon SandersAgent/Advisors: Use Technology To Become Relationship ManagersByHeres a hypothetical case study. A customer with a special need contacts a life insurance agent. The customers child ...
June 10, 2001
Who Says Ideas Are A Dime A Dozen?ByOver the past several decades, most insurance companies have embraced and adopted a wide array of approaches to classical strategic planning. Nevertheless, I've observed in ...
June 10, 2001
Not Talking To Estate Planning Clients About Business Insurance? Why Not?ByDo you remember the first business advice that you received? For me, I can remember my father telling me, "You cant get rich working for ...
June 10, 2001
The Art And Science Of Growing A Life Insurance Distribution FirmThe Art And Science Of Growing A Life Insurance Distribution FirmByLong-term growth is an amazing, almost magical accomplishment for any business. It creates that heady ...
June 10, 2001
Creating A Compliance Roadmap For Managers Of AgentsCreating A Compliance Roadmap For Managers Of AgentsIncreasingly, managers are finding themselves in the uncomfortable position of being held accountable by companies and regulators for ...
June 10, 2001
Rivals For Wachovia Take Different Insurance ApproachesRivals For Wachovia Take Different Insurance ApproachesByTwo rival financial institutions competing to take over Winston-Salem, N.C.-based Wachovia Bank take strikingly different approaches to insurance sales.As ...
June 10, 2001
Policy Strengths61101Policy StrengthsAIG Gemstone Life 33 investment options managed by 14 well-known fund families; broad mix of underwriting classes; true "wash loan" feature beginning in year ...
June 10, 2001
Kahn, About To Leave HIAA, Reflects On Health Care IndustryKahn, About To Leave HIAA, Reflects On Health Care IndustryByCharles "Chip" Kahn III, president of the Health Insurance Association of America, Washington, plans to leave ...