Magazine

New fiduciary responsibilities for 401(k) plan sponsors mean new risks. Here’s what to know about the new climate.

Is the independent insurance industry equipped to attract minority consumers and talent? Two independent agency leaders debate the issue.

Lack of communication and poor documentation present significant E&O exposures for insurance professionals—risks compounded by a language barrier between agent and client.

More than ever, sales teams are struggling with unqualified leads, missed sales goals and lost opportunities. And increasingly, company and sales leaders are turning to coaching as a solution.

Agencies have always worked hard to connect with customers. But while local papers and Yellow Pages advertisements were once naturals for a paid presence, more customers are now engaging online—and on Facebook in particular.

In an industry mostly dominated by white males, a program that helps cultivate, train and often retain professionals from diverse backgrounds has benefited everyone connected to the business at Advisor Based Sales in San Francisco. Here’s why.

Lawley celebrated its 60th anniversary with a rebrand. After adding a Connecticut office to its eight locations in New York and New Jersey, leaders of the third-generation family agency felt it was time to position the business more consistently—as a nich

VAST BLUE. Scott White cites the process, client experience and culture as his firm’s biggest success—and says its continued evolution is critical to the protection and growth of his agency.

An agency receives mortgage company requests for specific wording in reference to replacement cost on an evidence of insurance. What’s the proper response?

By: Volume 112, No. 11