client

Articles tagged with client


It’s Time To Hire Producers!

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ITS TIME TO HIRE PRODUCERS! by Preston Diamond With so many people unemployed and others hanging on to jobs with which theyre dissatisfied, it should be easy to find new su...

Improved communication has turned us into less adroit communicators. With e-mail, voice-mail, and cell phones, getting the message to another party is so easy that we no longer worry about the content of the message. Poor communications skills translate into lost business. This article by John Graham discusses these consequences and offers guidelines for improving communications.

Keeping Accounts

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KEEPING ACCOUNTS You work for maximum efficiency. You spend a lot of effort on improving service and getting leads, and you streamline your time by discarding dead-end business, such as cancell...

Legal Fees: An Ounce Of Prevention

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LEGAL FEES: AN OUNCE OF PREVENTION by John Beringer Dont underestimate the value of a second opinion, particularly a legal one. In this document, John Beringer offers an example ...

Letters of Recommendation

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Third-party endorsements inspire confidence and increase your credibility. Make letters of recommendation part of your marketing mix. In this document, Bill Cates tells you how and when to ask for letters of recommendation.

Life Insurance For P/C Customers

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LIFE INSURANCE FOR P/C CUSTOMERS One agent had this question: 'One of our P/C insureds is carrying a $1 million Life policy, and he is paying about $50,000 a year in premium. Unfortunately, we didn'...

Life Insurance Solicitation To Auto And Homeowners Customers

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LIFE INSURANCE SOLICITATION TO AUTO AND HOMEOWNERS CUSTOMERS Dear (Customer Name): You've been a valued client for years. Through those years, we at (Your Agency Name) have taken care of a number o...

Life Insurance: An Agent’s Tutorial

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LIFE INSURANCE: AN AGENTS TUTORIAL by Richard Weber Compared with Homeowners or Auto, clients tend to have different expectations when it comes to their Life insurance. Will you ...

Life Settlements: Think Outside The Box

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Your clients rely on you as their trusted adviser for innovative insurance and financial planning options. Due to recently enacted laws, financial professionals have the opportunity to add a new product to their client services: Life Settlements. Jolene Fullerton explains how this powerful resource can allow you to help your clients maximize the full potential of their Life insurance policies.

Life/Health Prospecting & Sales Tips

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LIFE/HEALTH PROSPECTING & SALES TIPS Here's a sampling of several sterling selling tips from some of the country's greatest Life/Health salespeople: At the close of a session with a friend w...

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