|
|
|
|
|
|
services
Articles tagged with services
|
|
|
|
|
|
1 Verified Reviews - 5 of 5.0
ETHICS IN LIFE INSURANCE AND RELATED FINANCIAL SERVICES by Samuel H. Weese, Ph.D., CLU, CPCU and Egnar F. Jensen In recent years, ethics has become a highly visible issue in the world of financial ...
This content has not been rated yet.
EXPLAIN HIGH PRICES Dear (Customer Name): UP, UP, AND AWAY . . . unfortunately, that's where insurance costs seem to be heading these days. More and more people are suing America...
This content has not been rated yet.
FEE VS. COMMISSION-DOES IT MAKE A DIFFERENCE? The following article focuses on the insured's perspective of fee and commission based broker remuneration. Understanding the philosophies of both can b...
This content has not been rated yet.
FINANCIAL SERVICES Dear (Customer Name): We have handled your ( ) insurance for ( ) years. Did you know we also can take care of your financial services needs? As an independent agency, we offer Li...
This content has not been rated yet.
FINANCIAL SERVICES - 401(K) Dear (Customer Name): You have been a valued customer at (Your Agency Name) for ( ) years. But did you know that in addition to offering a number of insurance products...
This content has not been rated yet.
FINANCIAL SERVICES CROSS-SELLING: MORE RELEVANT THAN EVER by Eric Moberg Tap into the goldmine of selling financial services to your P/C clients before your competitors beat you...
This content has not been rated yet.
FIVE STEPS TO MARKET RESEARCH by Patricia Berry Patricia Berry offers five market research tactics that can help ...
This content has not been rated yet.
FORMING RICHER CLIENT RELATIONSHIPS: THE CRM SOLUTION by Patricia Czech In the shallow end of the pool, the little tykes are splashing around with their water wings. You wade in waist h...
This content has not been rated yet.
FUEL AND OIL DISTRIBUTORS - 'YOU ARE IMPORTANT' Dear (Customer Name): DO YOU KNOW HOW IMPORTANT YOU ARE? Millions of people rely on your services as a vital link in the nation's fuel d...
This content has not been rated yet.
FULL ACCOUNT SELLING WE VALUE YOUR BUSINESS Dear (Customer Name), (Your Agency Name) is proud to have you as a customer. You've been with us for many years, and we've enjoyed w...