Practice Building NEWS

Strategic changes for closing more sales

New demands and expectations from clients and prospects call for strategic changes to keep up, stay relevant and close more sales. This article offers five needed changes largely on how you present yourself and how you relate to customers.

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InsureTech Connect founders tackle Human Resources market with latest conference venture

Inaugural “HR Transform” conference highlighting the tech-driven transformation of the workplace set for April 4-5 in Las Vegas.

Insurtech Update: News from 5 startups looking to disrupt their markets

The latest developments at tech companies across the life & health and P&C spectrums – Lemonade, Haven Life, Ladder, Wellthie and Hippo – involve new funding, expansion plans, new offerings and more.

How to avoid making stupid mistakes

Most mistakes are just plain thoughtless and unintentional. But once the genie is out of the bottle, the damage is done. So, what do we do about it? Hope for the best? Ride it out? Or, pretend it wasn’t that important? A better approach is to avoid making stupid (and possibly harmful) mistakes.

Tech, innovation and evolution of DC plans drive LIMRA predictions for 2018

One specific prediction is that defined contribution (DC) plans will evolve to provide more options for contract or independent workers. LIMRA has also announced a focus on agent retention for its upcoming Distribution Conference.

5 ways to make 2018 your best year yet

Since most New Year’s resolutions tend to have a 48-hour shelf life, many of us don’t even bother with them. “5 Ways to Make 2018 Your Best Yet” takes a different approach to improving performance by focusing on results-changing behaviors.

The Hartford latest insurance-related firm giving employees bonus in wake of new tax bill

The Hartford recently became the latest insurance company to announce bonuses or permanent raises tied to the new GOP tax bill that reduces the corporate tax rate.

Court cases, stats, new products and more: A brief look at industry news

Ranging from new product introductions to events, sales data and a couple of significant court cases, here’s a brief roundup of some recent news of note in the life annuity market, along with some links providing additional details.

6 reasons your client’s contestable life insurance claim might not be contestable

A closer look at common causes of confusion when determining whether a death claim is or isn’t contestable.

NAILBA’s next chapter: Changes evident at year’s last major industry event

The winds of change are blowing through the year’s last major industry conference – NAILBA 36 – this week in Hollywood, Fla., as the agenda for the next year is laid out by current Chairman Jim Sorebo and Dan LaBert settles in as the new NAILBA CEO.

11 ways to hook customers

Every agent’s major competition isn’t always another brand, product, service, or even price. Sometimes it’s the producer who knows how to capture someone’s imagination, the agent who can “hook” customers. Here are some tactics to help you win customers.

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