$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...

10 RULES FOR FAMILY-RUN BUSINESSES by Catherine Oak Family businesses can be a blessing or a disaster. The root of a well-run family business depends on treating it like a business, not a...

10-STEP REFERRAL PROSPECTING SYSTEM: SELLING/PROSPECTING/LEADS by Bill Cates You can create a steady flow of high-qual...

A NEW LOOK AT INSURANCE AGENCY VALUATION by Carol Hammes Its becoming increasingly important for agents to recognize that having a complete, professionally prepared appraisal won&...

A PERPETUATION PLANNING PRIMER by Tom Doran No one expects the current frantic pace of merger and acquisition activity to last forever. When it does cool off, more agency own...

ADDING VALUE TO A FAMILY BUSINESS by Pegi Flahault A long time ago, agencies thrived by simply writing enough policies, attending enough meetings, making enough contacts, and re...

Your benefits package from work probably includes dental insurance. With this valuable coverage, you can access regular preventative care and dental procedures that protect your smile and health. Your dental insurance coverage may not extend to your spouse, children or other dependents, though. Consider several affordable ways you can meet your family's dental needs and protect their health, too.

AGENCY PERPETUATION PLANNING CHECKUP by Paige Proctor This article is for the 70% of all agencies that now have perpetuation plans. Even though most agencies have plans for the futu...

AGENCY VALUATION ISSUES by Roy Phillips More and more banks are entering the insurance industry by buying agencies, leading owners to ponder how to properly determine their agency&...

APPROACHING FRIENDS FOR REFERRALS: I by Bill Cates How do you approach friends, and others, about the work you do to get referrals? One of the challenges is that they haven...