Latest Articles

Freelance Economy Part One

More Americans are working in the freelance/gig economy these days. There are pluses and minuses, including flexibility and financial insecurity. The latter creates big sales opportunities for insurance agents. The U.S Gig Economy is expanding thanks to firms such as Uber, Lyft,...

The Stress Impact on Financial Professionals

It’s impossible to avoid stress in everyday life. It’s even more difficult if you’re a financial professional. Given the ubiquity of stress, it’s crucial to manage it so you can remain productive at work. Unless you’re living in a dark, padded room, it’s impossible to avoid stress in...

How to Keep Your Business Alive in the Millennial Zone

Imagine waking up one fine spring day. You head to your office, only to find it empty. Your staff is gone. Your client files, mainly Baby Boomers, are missing. Your calendar is clear. Your CRM system is blank. It dawns on you that, after 35 years of selling life insurance, you have no one to see,...

What Agents Can Learn from the New Insurtech Websites

Insurtech ventures have captured the imagination of the insurance industry. But will on-demand insurance websites challenge human agents? It’s a bit too early to know. But you may want to keep an eye on these new players . . . learning from, reacting to, and engaging with them if they begin...