April-May 2023

Succeeding in independent distribution requires playing well with others - not only those in your company roster, but others in the profession to ensure quality products, reliable servicing, efficient underwriting, and timely claims. Continue reading…

Consistent success in advising clients with a high net worth isn’t just a matter of doing the hard work of analyzing financial needs and developing a plan that include top-notch products. Continue reading…

If you have a digital presence, you cannot not communicate. Learn more about ways to improve your digital presence an performance. Continue reading…

In the past 24-36 months in the industry, we have seen an onslaught of regulatory and accounting changes affecting products and carriers. Yet what we do and the impact it has on customers has not changed. Continue reading…

There are many long-term advantages to strategic alliances and COI relationships, but you may soon realize that having these does not necessarily turn on the flow of referrals. There needs to be strategy in place, clear expectations, and proper due diligence. Continue reading…

In 2022-2023, LIBA worked with several carriers to capture what is expected to be processed at an accelerated rate, as well as the actual percentages at which cases are successfully passed through the process. Continue reading…

What makes RIAs more of a networking challenge than CPAs, lawyers, and other professionals? The answer is rooted in their fiduciary duty. Continue reading…

When the income issue is solved, we an focus on our love ones and enjoy friendly camaraderie and loving companionship without the physical strain of monetary concerns. Continue reading…

Prospecting has many forms. While there isn’t one right or wrong approach, certain techniques can streamline the process an improve results. Continue reading…

Mobile aps are becoming the vehicle of choice for consumers to transact with carriers back offices. Continue reading…