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A top female producer affiliated with Ohio National Financial Services shares some of her best practices for building strong, lasting relationships with women clients.
Topic one of several addressed during recent Brokers International forum on DOL ramifications and how to best support agents who by April 10 could be operating under the DOL rule with turnkey solutions and guidance.
A new report from IRI concludes that holistic planning with a focus on income-generating strategies will help advisors address a demographic-driven growing demand for lifetime income.
Marketing fails when it doesn’t turn prospective buyers into believers. What will make marketing work, and what should a company do to get its marketing on the right track and keep it there? The answer is in asking the right questions.
Is your agency in the market for new office space? Whether you need more space due to growth, a more suitable location, more modern space equipped for today’s technology, expert Tere Blanca explains how to navigate the complexities of aligning your office space with your business goals.
Former NAILBA chairman and CPS Insurance Services CEO earns the insurance brokerage industry’s top individual honor as part of the association’s annual meeting.
What keeps people who seem like they have a lot of potential from being successful? Some reasons are obvious — lack of the right skills, bad luck, having other goals, or just being plain lazy. More likely, they suffer from everyday attitudes that are so much apart of us we can’t see the damage they’re doing.
A “living large” chronic con artist with murderous intent to prevent his fraud from being revealed; a Ponzi scheme with a bizarre ending; and some flat-out bad decisions are included in this roundup of not-so-smooth criminals.
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