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Life/Financial Services

$50 Million Life Insurance Sales Starts With P/C Agents

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$50 MILLION LIFE INSURANCE SALES STARTS WITH P/C AGENTS Life agents can learn much from the following Life case written by a mother-daughter team. It all started, the agents said, when another agent...

‘Ethics Is What You Do When No One’s Looking’

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Ethical behavior and practices are crucial no matter what business you’re in. This document by Dick Weber discusses the ethical issues you might face and offers guidelines for maintaining ethical conduct.

For as long as I can remember, the Society of Financial Service Professionals (formerly The American Society of CLU & ChFC) has celebrated March as Ethics Awareness Month. And although ethics is an important part of the mission statement of the Society, ethics awareness is not the sole provence or responsibility of CLUs. Ethics awareness and action is something we all need to integrate into our lives.

‘So Long, Farewell’

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lsquo;SO LONG, FAREWELL by Richard Weber For 12 years and 150 articles, Richard Weber wrote a monthly series on 'Due Care' for Life Insurance Selling magazine. Because o...

‘Stop The World; I Want To Get Off!’

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lsquo;STOP THE WORLD; I WANT TO GET OFF! By Richard Weber For 12 years and 150 articles, Richard Weber wrote a monthly series on 'Due Care' for Life Insurance Selling maga...

‘The King Of Broadway’

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lsquo;THE KING OF BROADWAY by Richard Weber For 12 years and 150 articles, Richard Weber wrote a monthly series on 'Due Care' for Life Insurance Selling magazine. Becau...

A New Look At The Sale Of Life Insurance To Children

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A NEW LOOK AT THE SALE OF LIFE INSURANCE TO CHILDREN More children die from injuries than from disease, reports a Wall Street Journal item which quotes specialists at the Johns Hopkins Children's Ce...

A Tale Of Life Settlements

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This is a tale of three agents and what all agents should know about what could be a booming market. The story carries a challenge and a test to see what you would do in a not-too-rare scenario. After all, you might be just like one of these agents.

Activating Life Leads

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How is an unorganized pool of data in your files transformed into a systematic stream of active leads for Life production?
You want to avoid the pitfalls that many P/C agents have encountered -- pitfalls that have killed Life-sales operations. To build a successful, positive lead program, it's prudent to identify potential negatives.

Administrative Expense Changes For The Life Operation

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Here's a letter I received recently:
Dear Dave:
I am the manager of a four-person Life/Benefits department of a P/C agency. The agency is set up with profit centers such as Personal Lines, Commercial Lines, Surety, and Life/Benefits. Each profit center shares in the common overhead of the agency office supplies, salaries, etc.
I have no problem having my department pay for what it uses.

Annuities

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Dear (Customer Name): What can guarantee you income for life? Only an annuity, and (Your Agency Name) is a specialist when it comes to finding the right annuity for your particular needs....

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