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Life/Financial Services

What Do Life Customers Expect?

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CMEditor
WHAT DO LIFE CUSTOMERS EXPECT? There might be some surprises in an article addressing this question which appeared in Resource, the magazine of the Life Office Management Association (LOMA). Based on...

What Does IMSA Mean To You, The Agent?

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CMEditor
WHAT DOES IMSA MEAN TO YOU, THE AGENT? by Richard Weber The Insurance Marketplace Standards Association (IMSA) is one of the more important developments in the Life insurance industry d...

What’s Your Exit Strategy?

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CMEditor
WHATS YOUR EXIT STRATEGY? by Mitch Axelrod Will you work until the day you die? Have you set a retirement date? Do you even think about it? Some people like the adventure of...

When Workers Can’T, Or Won’T, Work

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DonPhin
A variety of laws govern extended employee absences. Many states have equivalent legislation. These federal and state laws share a common theme: The worker’s needs come first. In this document, Don Phin advises you to maintain compliance, and to go beyond the letter of the law to retain loyal workers.

Who Owns Your Life Business?

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CMEditor
The book of Life/benefits business springing from your P/C business can be as valuable as, or even more valuable than, your P/C book. For this reason alone, identifying who owns that book under all conditions is important.
Two parties might challenge your ownership: Life producers and Life carriers.

Who Should Sell Life?

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CMEditor
WHO SHOULD SELL LIFE? Selecting the party that will sell your Life insurance is a crucial decision. There are pros and cons to every possibility. Life business can be sought by: P/C Pro...

Whole Life Insurance: Module V-F

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CMEditor
WHOLE LIFE INSURANCE: MODULE V-F THE PRODUCT Whole Life insurance, also referred to as 'ordinary' Life, is the oldest form of permanent Life insurance protectio...

Working Toward The Perfect Life Operation

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CMEditor
WORKING TOWARD THE PERFECT LIFE OPERATION If you could design the perfect program for Life production in a P/C agency, what qualities would it have? See if this matches yours: 1) PROFIT-lots of it; ...

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