With the dawn of every new media technology comes the fear on the part of agents that their customers will either find a new agent or buy insurance direct from the company. In this document, Sam Meyer describes how you're now in a position to encourage your clients and prospects to buy their insurance direct — direct from you!

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 ...

FINANCIAL MANAGEMENT IN AN UNCERTAIN MARKETPLACE by Carol Hammes It takes a lot of planning to attain higher growth rates and lower expense levels. The first step in the process is to evalua...

Headlines in trade magazines and major newspapers announce thrift charters being approved for insurance companies, agreements being reached between federal bank regulators and state insurance departments, and financial services reform. In many ways, banks continue to increased their involvement in the Property/Casualty insurance market.

HOW LONG SHOULD I KEEP MY RECORDS? by Curtis Pearsall There's no single answer to the question of how long you should keep your records. A rule of thumb generally calls for a seven-year retenti...

PAYING FOR PERFORMANCE by Carol Hammes Half the agencies responding to our recent Agency Compensation Survey reported paying CSRs additional compensation to reward them for their ...