Life

Joint venture

As I enjoy a coffee break at the 2018 Distribution Symposium, I think back to the days when the Managing General Agencies and the Mutual Fund Dealerships attended separate conferences. Our issues were so different, our agendas so diverse. We didn’t have similar goals back then, and although we knew the industry was changing, we […]

By Terri DiFlorio |October 1, 2008

3 min read

Giving the insurance industry a makeover

For the most part, people have a negative view of insurance and the insurance industry. Many consumers see insurance as a “grudge” purchase and feel that insurance salespeople just want to push a policy and move on. And while it’s true that some advisors disappear after selling a product, many work diligently to establish relationships […]

By Mark Halpern |September 11, 2008

5 min read

Indulgent incentives

Our agency recently won two contests, separately held by two large insurance companies. Both awards, based on productivity levels, included lavish holidays or conference trips worth thousands of dollars. Unfortunately, because of time constraints, we were unable to take advantage of either. One of the insurance companies, understanding the reason we couldn’t attend, uncharacteristically doled […]

By David Wm. Brown |August 1, 2008

3 min read

Premium Advice — Using insurance to ensure a happy second marriage

A lot of our clients are successful in business, but marriage is another story. Many first-time unions have ended in divorce because of an overworked husband or wife, but now that they have a solid career, it’s often time to find a special someone again. Life isn’t as simple for your client as it was […]

By Chris Paterson |June 3, 2008

4 min read