Although it’s important to measure the effectiveness of training, many organizations don’t take the initiative to assess their training processes to see whether they have brought any positive impact to the organization.
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Topics: Agent / Advisor Training, eLearning, Training and Development, Insurance
With memories of your special day and honeymoon bliss, it's back to reality. Money is the leading cause of stress in most marriages and for years, research studies and surveys have cited financial issues as the top, or near the top reason for divorce. Even though you might have different opinions and philosophies, communication is the key.
You should have addressed concerns about money, debt, and financially planning, prior to getting married, but now that you are hitched, it's time to make sure you are on the same page and take action to ensure a financially fit marriage. Here are some financial considerations and things you can do as you start out your new life with your trusted partner by your side.
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Topics: Agent / Advisor Training, eLearning, Training and Development, Insurance
Corporate training managers are constantly searching for new methods that will be
effective — and cost-effective — to ensure as high a return as possible on training. They like e-learning, or online training, because it is quite affordable when compared with classroom-based training.
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Topics: Agent / Advisor Training, eLearning, Training and Development, Insurance
Top financial and insurance producers who are considering a move into management often wonder how a leadership role differs from that of sales. Obviously, recruiting is the most important role managers play in a firm or agency. Two other vital functions are facilitating and participating in joint calls with associates and building accountability into producers’ sales efforts.
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Topics: Agent / Advisor Training, eLearning, Training and Development, Insurance
You've created a business plan, focused on logistics, and launched your
insurance agency. Perhaps you've been in business for a few months or a
few years. Once the dust settles from your initial launch, it's time to revisit,
reevaluate, and reset your goals, so your agency continues to thrive. This
guide extends beyond the logistics of starting an insurance agency and
provides detailed information on how you can grow your business, boost
your work culture, and optimize digital marketing tactics, resulting in an
improved overall performance.
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Topics: Agent / Advisor Training, eLearning, Training and Development, Insurance
Pew Research Center estimates approximately 70% of those in the United States use at least one social media platform for entertainment, information, and connecting with others. When examining social media use by age group, 88% of those from 18 to 29 use at least one social media site, and 78% of those 30 to 49. More than half of all users spend time on a social media platform at least once per day, with Facebook as an exception; three out of four Facebook users visit more than once daily. If you aren’t yet leveraging social media to attract life insurance clients, you are missing out.
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Topics: Agent / Advisor Training, eLearning, Training and Development, Insurance
Two of the most important individual traits of success are drive and discipline. In Albert E.N. Gray’s “Common Denominator of Success” talk decades ago, he stated, “The secret of success of every man who has ever been successful lies in the fact that he formed the habit of doing things that failures don't like to do.”
Having discipline allows us to form the habits we need to become successful. This is true in all walks of life, whether it’s improving one’s golf swing or making the required number of calls each day.
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Topics: Agent / Advisor Training, eLearning, Training and Development, Insurance
Working from home is becoming an attractive option for many people who have long commutes or find that they can concentrate better without the distractions of being in an office. If you are a manager who hasn’t considered the work-from-home option for your agents or advisors yet, it might be time to consider the many benefits.
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Topics: Agent / Advisor Training, eLearning, Training and Development, Insurance
High-performing, growth-oriented agencies and firms
benefit from a disciplined and strategic cross-selling plan.
To “cross-sell” is to sell related or complementary products to an existing customer. Cross-selling is one of the most effective methods of marketing.
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Topics: Agent / Advisor Training, eLearning, Training and Development, Insurance
We all know that one of the most exciting days for newly registered representatives is the day they pass their securities exams. Almost like clockwork, as soon as they arrive back in the office to announce that they have passed, they’ll quickly ask the question, “So what do you want me to do next?”
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Topics: Agent / Advisor Training, eLearning, Training and Development, Insurance
