LEGAL OUTLINE FOR CALIFORNIA INSURANCE AGENCIES CHAPTER SIX TRANSFERS TO THE NEXT GENERATION 6.1 Durable powers of attorney in case of disability. An agent is much more lik...

LIFE GUIDE FOR P/C AGENCIES INTRODUCTION OVERVIEW This Guide has been created to help you, the P/C agent, establish a systematic, profitable marketing program fo...

LIFE INSURANCE FOR P/C CUSTOMERS One agent had this question: 'One of our P/C insureds is carrying a $1 million Life policy, and he is paying about $50,000 a year in premium. Unfortunately, we didn'...

LIFE INSURANCE SOLICITATION TO AUTO AND HOMEOWNERS CUSTOMERS Dear (Customer Name): You've been a valued client for years. Through those years, we at (Your Agency Name) have taken care of a number o...

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 ...

'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 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...

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.

MARKETING PLAN: MODULE II INTRODUCTION You have five basic options regarding the structure of your Life operation. Each offers distinct advantages and drawbacks-d...

MAXIMIZE THE CROSS-LINE SELLING OPPORTUNITY IN YOUR AGENCY by Harlan Warthen Maximizing the cross-line selling opportunity in your agency can generate thousands of dollars in new busine...