https://completemarkets.com/Article/article-post/2438/To-Fee-Or-Not-To-Fee/
...nsation for salespeople has been a long and honorable tradition, especially fo...wide database of agents who have been terminated by carriers or reprimanded by...
https://completemarkets.com/Article/article-post/1662/ANNUITIES-MODULE-V-G/
... annuitant. If the annuitant lives long enough to collect the purchase price i...jumbo CD holders for single premium annuities. Send out Letter A2 as a pre-app...
https://completemarkets.com/Article/article-post/1665/IDEA-CENTER-MODULE-VI/
...augh John Heagney Jack Kidd Kay Long Tom Sheridan CC: Don Reinhart Denni... who find themselves in need of short-term coverage. The minimum term of a policy can be as short as one ...
https://completemarkets.com/Article/article-post/241/10-Basic-Planning-Initiatives-That-Will-Add-To-Your-Bottom-Line/
...ling Life, Disability, Health, and long-term care products, contact your carri...rowth percentage of 10%.
In simple terms, by increasing the agency's retent...
https://completemarkets.com/Article/article-post/2431/%E2%80%98Ethics-Is-What-You-Do-When-No-One%E2%80%99s-Looking%E2%80%99/
...aining ethical conduct.
For as long as I can remember, the Society of Fina... Life: how do you defend U.L. against Term-blended Whole Life? And for those s...
https://completemarkets.com/company/CompleteMarkets/Articles/content-package/IMMS-Library/TabCategory/article-post/241/10-Basic-Planning-Initiatives-That-Will-Add-To-Your-Bottom-Line/
... If you have a number of carriers, try to position yourself so that each carrier has about the same volume. If you have five carriers who are all at about $1.5 million in written premium and profitable, they could all be high on the list as long as you continue to take care of them and grow consistently with them. Initiative No. 6: If you do not generate 15% of revenues from cross-selling Life, Disability, Health, and long-term care products, contact your carriers to find out what kind ... lost renewal business.) However, if the agency sets a goal of increasing the renewal retention goal to 90%, it would need only $2 million in new business to replace the lost business and meet the overall growth percentage of 10% . In simple terms, by increasing the agency's retention to 90%, the gross commission income generated increases from $1 million to $1.125 million at a servicing expense rate of $ .40 per $1 of commission, rather than the acquisition cost of $2.57 per $ ... two pages, ranked by written premium and loss ratio. Do this for the last five years, breaking the list down between Commercial and Personal lines. 6. If you do not generate 15% of revenues from cross-selling Life, Disability, Health, and long-term care products, contact your carriers to find out what kind of assistance they can provide in improving this revenue without increasing your expenses. 7. Determine which of your carriers have preferred agency contracts, and develop a proactive plan to qualify for every one of them you ...
https://completemarkets.com/Article/article-post/236/E-O-Proofing-Your-Agency-25-Tips-For-Little-Or-No-Cost/
...elationship that's essential for a long-term relationship. The beauty of this ...you'll try to get the carrier to take care of an uninsured loss. Don't argue w...