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Insurance Agencies That Want to Remain Profitable Know THIS

Posted by Lori Fogle on Mon, Jan 06, 2020 @ 12:00 PM

Financial success is not the sole indicator of a healthy organization. In fact, it’s more an outcome of a healthy organization. Let me explain --

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Tags: agency resources

Ensure Your Insurance Agency SWOT Analysis Isn't an Exercise in Futility

Posted by Lori Fogle on Thu, Jan 02, 2020 @ 12:00 PM

If you’ve ever completed a SWOT analysis in your business — identifying the strengths, weaknesses, opportunities and threats and then never spoke of it again… then you know what I mean when I say an ‘exercise in futility.’

In this post, we’ll walk through how to take the SWOT analysis of your insurance agency and turn it into something you can use to improve organizational health, grow in profitability and develop a long-term strategic plan.

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Tags: agency resources

How to Craft a Mission Statement That Actually Improves Your Business

Posted by Lori Fogle on Tue, Dec 03, 2019 @ 12:00 PM

If you are at all interested in marketing, you may have heard of marketing expert and author of Building a StoryBrand, Donald Miller. I was listening to a video Don did recently where he talked about the book, Top 101 Mission Statements from Top Companies. And he said, truthfully, most were pretty awful. Here's why: 

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Tags: agency resources

Succession Planning for Insurance Agency Owners: Protect Your Most Valuable Asset

Posted by Jason Konopik on Wed, Oct 16, 2019 @ 12:00 PM

Are you crazy-busy running the day-to-day operations of your insurance agency? 

Maybe a little afraid of how this boat would stay afloat if you weren't there paddling like your life depended on it? 

Always rushing to meet a deadline or make a deal.

Rarely taking the time to consider what would happen to the agency if you were to ever leave the business...

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Tags: agency resources, succession planning

5 Tips for Attracting Top Senior Level Talent to Your Insurance Agency

Posted by Scott Tietz, CLU on Wed, Aug 28, 2019 @ 12:00 PM

Recruiting top talent to your insurance agency can not only warrant a higher multiple at sale but also increase current growth potential and cultivate a more stable investment. But it requires you to have a plan to create your magnetic offer for senior level talent. 

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Tags: agency resources

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 over 20 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 Partners Advantage 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

For archival purposes only – DOL Rule was vacated on June 21, 2018.

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


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.