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.

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...

lsquo;TAKE THE KID OFF MY POLICIEShellip; WHAT SHOULD YOUR INSURANCE AGENCY DO? by Curtis Pearsall, CPCU Recently, a long-time agency associate contacted me; during our c...

lsquo;AND KARNACK SAYS hellip; by Diane Herbert and Pamela Millard Take a close look at your capacity and take the steps needed to position your agency for the wild ride ahea...

CREATE A lsquo;ONE-PAGE BRANDING SHEET TO ACQUIRE MORE REFERRALS by Maribeth Kusmeski A one-page brand overview can be incredibly helpful in guiding potential referral sources...

A client who utters these words might well be laying the groundwork for a nasty E&O claim. Consider this case:...

If more salespeople were as good at making sales as they are at losing them, they could write their own ticket just about anywhere. Unfortunately, just the opposite holds true.
It happens so frequently that it almost seems as if someone out there is training salespeople to fail. For example, the woman calling launches into her sales spiel. “Our station is a perfect fit for your client. When can we set up a time to get together so I can show you what we can do?”

FILM AT 11:00 hellip; AND YOURE THE STAR! by Janine Reid After working on a variety of crises over the past 15 years, Ive learned that there are a number of truisms in crisis...

'We were all raised by mothers who told us we had one chance to make a first impression,' Sen. Christopher Dodd of Connecticut once said. He added, 'And a first impression can last you awhile.' It’s all about first impressions making them and responding to them.

Why all the concern with first impressions? Why do we believe that the first contact makes such a difference? 'No one gets a second chance at making a first impression' — true, or just popular business lore? John Graham looks for the answers in this document.