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Life/Financial Services

Cross Marketing And The Law

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CMEditor
The 'Jones Agency' (a fictitious name for a real agency) presented itself as a Multi-line P/C agency. 'Auto-Home-Life-Health-Business Insurance' were proclaimed on its...

Cross-Selling: Are You Maximizing Your Income Potential?

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CMEditor
CROSS-SELLING: ARE YOU MAXIMIZING YOUR INCOME POTENTIAL? by Harlan Warthen Too many agencies are missing out on this key marketing opportunity. The income potential from cross-...

Determining The Financial Health Of A Health Carrier

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CMEditor
It's much easier to assess the financial strength of a carrier in the world of Property and Casualty insurance than in the world of Health insurance. Several organizations have standard rating systems to assess a P/C carrier's strength and financial performance. A broker can quickly compare the financial viability of various P/C carriers using an assigned rating. Brokers usually don't even bother to look at an unrated carrier.

Develop A Strategy For New Business

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CMEditor
Developing new business is an integral part of every insurance agent’s regimen. There are endless ways to go about looking for new business. Jack Fries explains why successful agents must know how to focus their efforts to engage in the most efficient methods possible.

Don't Wait For An E&O Suit: Mention All Services Today!

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CMEditor
Can a P/C agent lose a lawsuit for failure to have addressed the Life needs of a P/C insured who died? Dave Goodwin thinks this is possible, but there are many agents who disagree.

Enter The Bullring Of Health Reform

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CMEditor
ENTER THE BULLRING OF HEALTH REFORM by Mike Manes The doctor of the future will give no medication, but will interest his patients in the care of the human frame, diet, and in the ...

Ethics In Life Insurance And Related Financial Services

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CMEditor
ETHICS IN LIFE INSURANCE AND RELATED FINANCIAL SERVICES by Samuel H. Weese, Ph.D., CLU, CPCU and Egnar F. Jensen In recent years, ethics has become a highly visible issue in the world of financial ...

Excess-Interest Whole Life: Module V-A

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CMEditor
EXCESS-INTEREST WHOLE LIFE: MODULE V-A THE COVERAGE Excess-Interest Whole Life insurance is one of those products that few people know about-or know well. It's k...

Factors To Consider When Expanding Into Life Insurance

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CMEditor
Despite concerns about life insurance company solvency and uncertainty over health-care reform, now is...

Five Business Lessons From The Recession

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JohnGraham
Paying attention to business is one of the major benefits of a recession. Ford figured it out. So did Starbucks by bringing back the founding CEO, closing nearly 1,000 marginal stores and most significantly introducing their own instant coffee. This could be a brilliant move. While proudly passing up their $4 cup of coffee, we take the instant stuff home and keep a little Starbucks in our lives.

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