williamjones

By: Volume 114, No. 4

Retirement Planning Week is a good time to remember that less than half of Americans have substantial retirement savings.

TrustedChoice.com is cutting through disruptors—and questioning the digital insurance narrative.

No one wants to look foolish in a professional setting. But a number of foolhardy practices result in real-life errors & omissions claims against insurance agents.

Property-casualty agencies dominate M&A sales, but what makes one agency more valuable than another?

While you’re stuck in the same old rut, top salespeople are hacking their way to more sales. Here’s how.

Because consistency is a brand’s best friend, you need someone in your agency to ensure all materials accurately align with your brand message, voice and tone.

The frustrations of buying insurance for their startup sparked the next venture for entrepreneurs Benji Markoff and Mark Davis. Joined by lawyer Carl Niedbala, the trio of insurance novices co-founded a brokerage that specializes in new ventures.

Newly licensed at age 19, Ryan Murdie planned to sell insurance to all his friends—but “learned just how important qualifying a prospect was,” he recalls.

Did you know you can save up to $2,000 in taxes by using certain deductions? Here are five that could significantly ease your tax burden.