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    How You Can Help Increase the Longevity of Your Insurance Agency

    Posted by Scott Tietz, CLU on Wed, Aug 14, 2019 @ 12:00 PM

    There’s one (of many) aspects of your agency that even when all else seems to be running smoothly, has the potential to make or break it.

    What is that? 

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    Tags: agency resources

    How to Achieve Your End Goal for Your Independent Insurance Agency

    Posted by Scott Tietz, CLU on Wed, Jul 24, 2019 @ 12:00 PM

    You've built your agency  now what?

    As an agency owner, you’ve put in the years of work — sometimes 60-80 per hour weeks. Maybe you even had to spend time away from family to get the thing off the ground just so you could have the lifestyle you want now. I know I did when I started Partners Advantage 26 years ago.

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    Tags: agency resources

    Why More Women Should Become Financial Advisors

    Posted by Lori Fogle on Wed, Jul 10, 2019 @ 12:00 PM

    My daughter will soon be graduating high school and is in that stage of life where she’s puzzling over which career path to take. Being in the financial services industry, I asked if she’d considered becoming a financial advisor1. Her response? 

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    Tags: coaching, agency resources

    Does Your Agency - IMO Relationship Include These 5 Quality Indicators?

    Posted by Jeremy Rubin on Wed, Jul 03, 2019 @ 12:00 PM

    You are a business owner.  And your business is to recruit producers and wholesale life, annuity, linked benefits, or other products to those producers while also focusing on service, support and growth initiatives that encourage them to continue doing business with your firm. Meanwhile, the relationship with your upline IMO should be running smoothly in the background.

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    Tags: agency resources

    5 Hard-Learned Lessons From the DOL: An IMO Perspective

    Posted by James Wong on Wed, May 08, 2019 @ 12:00 PM

    It’s been 10 months since the DOL Rule was vacated. That’s it, less than a year since our world was turned upside down. And we know that it’s still in the process of changing the way we do business forever.

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    Tags: practice management, agency resources

    FOR PRODUCER USE ONLY. NOT FOR USE WITH CLIENTS.

    This content is for informational and educational purposes only and is not designed, or intended, to be applicable to any person's individual circumstances. It should not be considered as investment advice, nor does it constitute a recommendation that anyone engage in (or refrain from) a particular course of action.

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