Marketing

Benefits Think When to end a client partnership

When was the last time you took a good, introspective look at your client base and thought about saying goodbye to a client? For EBA Blogger Beverly Beattie, it’s important to give clients tremendous value and for my clients to know they are fully receiving it.

Studies: Target couples for life insurance

Thirty-nine percent of U.S. adults do not have life insurance, according to survey results released by InsuranceQuotes.com. And many of the 2,000 Americans surveyed who do have life insurance appear to be underinsured and not as knowledgeable as they should be about their policies.

Benefits Think Why relationships matter in this business

Having spent my entire career in the insurance industry, I’m not sure how much of an understanding I can claim for other industries. However, it’s hard for me to imagine an industry where the purchasing decision has historically been tied to the “relationship” as much as it is in ours. …

Benefits Think How do advisers survive and thrive in a post-health care reform world?

In the immortal words of Albert Einstein, “the definition of insanity is doing the same thing over and over again, expecting a different result.” Are you trapped in this pattern? If so, embrace the guiding principle of evolve or perish to take your career to the next level. As I travel the country, speaking with my colleagues at state and local health underwriter association meetings about surviving and thriving in a post-health care reform world —…

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