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.

MEETING CUSTOMER EXPECTATIONS by Carol Hammes Loyalty used to be a mainstay of the independent agency system. Having a long-term relationship with an insurance carrier actually meant something...

Over the past 4 years or so, we have been overwhelmed with information regarding social media marketing for use in your agency. Selecting the most direct route for engaging clients and worthwhile prospects...