Some lively steps to consider as you evaluate your effectiveness in service to your clientele. Cover artist: David Howard
FOCUS
Think Like Your Customers Or Lose Sales
Changing the sales narrative
Don’t fall into the trap of thinking like a customer. If you do, you’re...
The Five Stages Of Exit Planning
According to the Exit Planning Institute’s State of Owner Readiness Survey:
67 percent of business owners are unfamiliar with...
ESG Investing—Much More Than A Millennial Story
Environmental, social and governance (ESG) investing is a topic that is getting a lot of attention lately—and rightly so—as people are becoming...
On The Other Hand…
Like Tevye in “Fiddler on the Roof,” many of us can readily identify with managing our way through a world of constant...
Life Settlements: Five Things Every Advisor Should Know Before Diving In
Life settlements have been in the market for over 30 years. What once was an unregulated financial transaction designed to help AIDS...
The Recipe For The Secret Sauce Of Success Begins With More...
As I begin a new chapter in my professional life in the long term care industry, attempting to recruit both veteran and...
GENERAL INTEREST
Machine Learning— Real Or Hype? (Part Two)
Machine Learning (ML) will change three areas of the core processes we use in the life insurance industry today—paper and electronic application...
MARKETING UPDATE
DI Forum—September 2019
A Panel Of DI Experts Looks At The Disability Income Market And What Can Be Done To Increase Agent Involvement In DI...
MONTHLY COMMENTARY
SEPTEMBER 2019 COVER
BROKER WORDS
Broker Words—October 2019
One of my most treasured friendships is with Eugene Cohen and his wonderful wife Shirlee, who had the somewhat questionable judgement to...
NEWS
Allianz Life
Allianz Life Insurance Company of North America (Allianz Life®) announced recently that it has promoted Corey Walther to president of Allianz Life...
Guarantee Trust Life
Guarantee Trust Life Insurance Company (GTL), a leader in the supplemental health insurance industry, has released a new, groundbreaking cancer insurance policy...
ICMG
The Inter-Company Marketing Group (ICMG), a non-profit association that fosters and promotes business networking among insurance and financial services companies, has announced...
Ohio National
Ohio National Financial Services is pleased to announce the promotion of Christopher J. Calabro, CLU, ChFC, to senior vice president and chief...
