Practice Building NEWS


IMO launches multi-channel, budget-based lead platform for producers

Insurance marketing organization Advisors Ignite USA debuts a new consumer lead platform designed to help insurance and financial professionals generate new business at the right price.

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Internet steadily becoming the way consumers learn about insurance products

When it comes to researching (and eventually buying) financial services products, LIMRA finds consumers increasingly expect their online experiences with agents and insurers to match their other online retail experiences.

Atidot combats orphaned life policy problem with new high-tech solution

New tool designed to enable a smoother reassignment process, reduce lapsation, and increase up-sell potential

New report shares top traits of highly effective advisors

New special report based on year-over-year trends provides playbook to help RIAs and fee-based advisors earn more and manage more AUM.

NAILBA announces new award program to recognize innovation in indy distribution

Association currently seeking nominations for the “ID Twenty Award,” with winners to be recognized during NAILBA 38 annual conference in November.

ACORD, Big ‘I’ partner to provide forms access to independent agent community

Industry organizations to extend ongoing collaboration to ensure access to industry-standard forms for agents and brokers.

iPipeline sold to Roper Technologies in $1.625 billion deal

Leading life insurance industry provider of cloud-based software solutions being acquired after successful four-year partnership with private equity firm Thoma Bravo.

17 ways to keep your sales from running out of gas

When you do something nice for prospects and customers, they want to return the favor. Here are 17 ideas for getting a positive response from customers and prospects.
AALU-GAMA Merger

AALU, GAMA merging to form new organization representing ‘financial security profession’

First-of-its-kind organization will bring together GAMA's leadership and professional development strengths and AALU's best-in-class advocacy in a new yet-to-be-named entity intended to unify the entire profession.

Kelly and Kelly to Keynote NAILBA 38

The National Association of Independent Life Brokerage Agencies, (NAILBA), announced Hall of Fame NFL Quarterback Jim Kelly and former U.S. Secretary of Homeland Security and White House Chief of Staff General John Kelly will headline NAILBA 38 in Dallas later this year.

Agent-friendly tool for calculating annuity and life plans introduced

A practical new calculator is helping independent agents show their annuity and life insurance clients the tax benefits of two products over one.

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