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As an insurance agent you potentially have access to more information about a business then others and you should use that to your advantage, says agency transformation specialist Wendy Keneipp, who shares just how to do it.
August 13
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Blogger Sam Fleet knows there will be a lot of questions about the health care exchanges and shares five misconceptions to help shine light on some of this 'misinformation.'
August 6
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One of the greatest challenges I see for agencies is the ability to make new producers successful. But the problem cannot be solved by managing tactics, it's in the hiring choices you make.
August 6
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Find out how these plans can be helpful to employers and also lead to potentially bigger voluntary conversations.
July 30
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The Principal Financial's Aaron Friedman was very pleased with the fifth annual 403(b) plan survey from the Plan Sponsor Council of America for a number of reasons, but there is still work to do.
July 24
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Along with tying your shoes and naming your colors, you learned to count in preschool. So, how hard can it be to count things in health data? Its not hard, but your preschool strategies wont give you the right answer, says guest blogger Linda K. Riddell.
July 16
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With health care upheaval, this industry is in a wild state of flux making it difficult for many brokers to predict their future, so what can and should they do?
July 10
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Until now, sponsors of 403(b) plans had no cost-effective IRS program to help them review their plan document and ensure that it met all the necessary requirements, says the Principal Financial Group's Aaron Friedman. So what has the IRS done to overcome that?
June 17
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Historically, voluntary benefits have been dismissed by busy agents as more trouble than they are worth, but with the Affordable Care Act moving closer to full implementation, agents looking to keep existing clients and gain new business should give them a closer look. Still not convinced? Following are five reasons for incorporating voluntary benefits into client proposals:
June 6
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There is a movement afoot to put state governments in the business of offering retirement plans to private citizens, which would ultimately eliminate opportunities and siphon business away from financial professionals. Lawmakers in several states have proposed that states create government-run plans for private sector workers. While the details differ from state to state, every proposal this year would require employers who do not currently offer a plan to adopt a state-run plan, either in
May 31