The first thing you must do when searching out high net worth prospects is to get them talking. But should the relationship start from the social or the business side?
The Securities and Exchange Commission (SEC) voted in favor of adopting a final amended version of the Regulation Best Interest rulemaking package on Tuesday, drawing praise from the insurance industry.
Salespeople are often told not to fall into the trap of thinking like a customer because they will lose focus on what they want to accomplish: Closing the sale. What if the opposite is true?
New survey finds there are identifiable areas where insurance carriers, insurance marketing organizations, brokerage general agencies, and other insurance wholesalers can improve their services to the independent agents.
A trio of Million Dollar Round Table members share their unique insights with Insurance Forums about working primarily with specific generations of clients in this second of a two-part series.
A trio of Million Dollar Round Table members share their unique insights with Insurance Forums about working primarily with specific generations of clients in this first of a two-part series. Stay tuned for Part 2 on Thursday.