Viewpoints

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

After 30 years in the insurance industry, Jacki Frank’s priorities have shifted from growing her agency to maintaining relationships in her personal life.

Despite the constant push for people to develop a reasonable plan for a comfortable retirement, procrastination seems to get in the way.

Loretta Fuller found success by pursuing a construction specialty in the D.C. area—and by working to improve her individual staff members first and foremost.

For Rebecca Woan, running a successful agency is about getting out from behind her desk and setting goals to become the best in the business—not the biggest.

Deborah Vela climbed the ranks to CEO without the help of a mentor. Now, she’s happy to help young women in insurance who aspire to lead.

When Michelle Rupp took over her dad’s business, others wrote it off as “a woman’s agency.” Now, she and her staff of seven women are showing the community just how impactful that can be.

Independent insurance agencies can and should capture statistics about a variety of agency benchmarks. Is yours leaving out the most important data?

When a prospect declines your services, it doesn’t mean all hope is lost. Whether or not you make the sale often depends on your response.

When Sandra K. Lee made the switch from nursing to insurance, she found success by caring for her clients like she cared for her patients. Now, she’s CEO of her family’s New York City agency.