July 8, 2019

New Changes for First-time Home Buyers

By Doug Carroll Summer radio and the “cottage country traffic report” always get me thinking of what might have been. You see, I was living at […]
July 8, 2019

How to Improve the Client Fact-finding Process

By Kevin Wark Insufficient time is often spent on the process of gathering essential client information. This can result in missed opportunities to provide the client […]
July 8, 2019

11 Ways Clients Can Help Your Business

11 Ways Clients Can Help Your Business By Bryce Sanders Your clients and friends want you to succeed. They may often say, “Just tell me what […]
July 8, 2019

Why Some Employee Discounts on Insurance Commissions Are Taxable

By Jamie Golombek and Debbie Pearl-Weinberg The rules in the Income Tax Act require that the value of “benefits of any kind whatever received or enjoyed” […]
July 8, 2019

Is There a Secret Sauce to Growing Your Network?

By Mia and Andy Torr Two and a half years ago, prospecting felt like a struggle. We had burnt out our warm market, and we struggled […]
July 8, 2019

3 Ways AI Is Transforming Financial Services

By Masood Raza Disrupting Internal Processes in Insurance Several insurtech startups, such as Lemonade, Elafris, and others are reinventing existing processes to make things move fast […]
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