Do your sales pitches still resonate with your market? The American psyche is rapidly changing-and new, evolving attitudes...

Trying to get fish into the boat before catching them sounds crazy; it wouldn't make...

Have your insurance marketing email campaigns been showing inflated CTR numbers? This short article (3 minute read) will help explain what is going on and what you can do about it.

Most people do not look forward to planning the distribution of assets upon their death. However, it is a task that all of us must face. And, that’s where trusts enter the estate-planning arena. A trust is simply an arrangement whereby one person holds legal title to an asset and manages it for the benefit of another. In one form or another, it may be used in personal financial planning.

LEGAL OUTLINE FOR CALIFORNIA INSURANCE AGENCIES CHAPTER TWO CONTRACTS 2.1 Contracts every agency should consider. An insurance production agency is a creature of contracts. It...

THE CHALLENGE OF CHANGE by Mike Manes A body at rest tends to remain at rest. Is it just human nature to resist change? Mike Manes examines this issue as it applies to independent agenc...