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Life/Financial Services

Life Insurance Is Not Immune From E&O

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LIFE INSURANCE IS NOT IMMUNE FROM E&O by Curtis Pearsall Over the years, E&O carriers have communicated a ton of information on how frequently E&O claims arise from the sale and service of Life insu...

Life Insurance Prospecting - Travel Business

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LIFE INSURANCE PROSPECTING TRAVEL BUSINESS The love of travel shared by many people can bring lots of insurance business. Here is a simple, two-step process that can be used as an effective pros...

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 Insurance: Unlimited Opportunities

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'Why don't all Property Casualty agencies receive at least 20% of their commission income from Life, Health, and employee benefits?' This article will show you why this potential revenue source remains untapped by so many firms, and what to do about it.

Life Operation Options: Module I

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LIFE GUIDE FOR P/C AGENCIES: MODULE I LIFE OPERATION OPTIONS INTRODUCTION When you decide to establish a Life operation in your P/C agency, you have different fi...

Life Personnel: Module III

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Once you've decided to sell Life insurance in your agency, using one option or another, you'll need to recruit and/or train the staff necessary to make your operation profitable. And, you'll need to know how to assign responsibilities within the department and how to compensate your people for carrying out those responsibilities. You'll want to know how to properly motivate and supervise those people so that your operation continues to be profitable. That's what this 'Life Personnel' module is all about.

Life Sales In A P/C Agency Questionnaire

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LIFE SALES IN A P/C AGENCY QUESTIONNAIRE Enough agencies have had enough experience with Life to have created some guidelines in what will work, what won't work, and how much leeway there is in the ...

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 Support Is Crucial

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Is your agency benefiting from the following?
The demutualization of some of our nation's largest, oldest mutual Life companies, and announcements that more will follow. In contrast, others are declaring that they will defy the trend and not demutualize.

Life/Health E&O Avoidance

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LIFE/HEALTH E&O AVOIDANCE by Sheri Pontolillo These guidelines for managing Life/Health E&O exposures also apply to any independent agency. Offering Life and Health insurance in...

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