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Financial Advisor July 2008 Mary Rowland |
Let's Make A Deal A solution to financial advisors' insurance problems. |
Financial Advisor May 2009 Mary Rowland |
Insurance As An Investment A consultant makes the case for life insurance being treated as an asset class. |
BusinessWeek November 29, 2004 Suzanne Woolley |
Insurance: Take A Good, Hard Look Here's how the Spitzer investigations of the industry could affect you and how to handle insurance-related issues. |
Financial Advisor October 2007 Mary Rowland |
It's A Start Insurance companies are beginning to give fee-only advisors, and their clients, the kind of lower-cost policies they've long sought. |
The Motley Fool August 7, 2006 |
Buying Insurance: Directly or Through Agents? Sometimes -- but not always -- you'll find the best prices by skipping the middleman. Here's some insurance-buying advice. |
PHONE+ December 30, 2009 Khali Henderson |
What Are the Primary Agent Business Models? Descriptions of the several types of agents in the telecom industry. |
The Motley Fool February 16, 2007 Dan Caplinger |
Have an Agent in Your Corner Buying a house is stressful enough without having to worry about whether you can trust the real estate agent you're working with. By using a dedicated buyers' agent, you can make sure your agent is working for you. |
Financial Advisor May 2007 Mary Rowland |
Ways For RIAs To Access Insurance As the number of RIAs soars, insurance specialists are designing businesses to serve their clients. |
The Motley Fool April 21, 2004 Selena Maranjian |
Where to Buy Insurance An agent might be your best bet, but there are other options. |
The Motley Fool September 12, 2005 |
Where to Buy Insurance Is it better to buy insurance through an agent, through a website, or directly from an insurance company? Here are some answers. |
Job Journal May 8, 2011 |
Insurance Agents Enjoy Secure, Solid Careers If you enjoy working with others and can empathize with their problems and concerns, you can build a fulfilling, lucrative career in the insurance industry. You'll be helping people protect their families, their homes and their personal belongings. |
Financial Planning September 1, 2007 Bob Veres |
New Life for Life Insurance For the first time, fee advisors have access to products designed specifically for them, complete with transparency and minimal costs. Their response could change the industry. |
The Motley Fool March 4, 2004 |
Term vs. Cash Value Insurance Don't spend more than you need to on insurance. Deciding if you need term life or cash value insurance. |
PHONE+ December 30, 2009 Sievers & Henderson |
Compensation: How Is an Agent Paid? For an agent, the conventional boss/employee relationship and the regular paycheck fall by the wayside to make room for more sophisticated, and sometimes complicated, monetary arrangements. |
PHONE+ May 25, 2010 |
Ethical Dilemma No. 4: First Quote or Ink Wins? Policies for preventing quoting conflicts between competing agents working with the same master agent. |
The Motley Fool April 22, 2009 |
Term Life vs. Cash Value Insurance Policies Make sure you're getting the right insurance protection for your family. |
The Motley Fool June 14, 2007 Selena Maranjian |
Bypass Real Estate Agents and Save? There are some good reasons to stick with the traditional buying-and-selling process. Real estate agents may sometimes look like they're earning some easy money, but appearances can be deceiving. Here are some things to consider. |
The Motley Fool May 26, 2004 |
Choosing the Right Real Estate Agent A good agent can serve you very well -- so choose carefully. |
PHONE+ |
Back to Basics: Channel Partners Fact Book 2011 An editorial regarding the inspiration and intention of the Channel Partners Fact Book guide for telephony agents. |
CRM November 11, 2014 |
LiveOps Launches New Agent Recruitment Platform LiveOps' new platform makes it easier for Americans to apply as independent, work-at-home sales and customer service agents. |
CRM July 2013 Barton Goldenberg |
Happy Agents, Happy Customers Increased agent productivity leads to increased satisfaction. |
PHONE+ August 28, 2009 |
PHONE+ Asks ... Does Exclusivity Pay? Telecom industry consultants weigh in on whether exclusive vendor contracts makes good business sense. |
PHONE+ September 16, 2009 Lynn McCullough |
Agents Identify 7 Best Practices for Channel Managers Agents share their points of view on what can be done on a daily basis to ensure the best possible customer experience. |
The Motley Fool April 7, 2004 Selena Maranjian |
Tough Times for Real Estate Agents The housing market is still booming, but all isn't rosy for agents. |
PHONE+ |
Q&A With TNCI Agent Experience Director Andrea Liguori Andrea Liguori talks about her new responsibilities and TNCI's goals. |
PHONE+ Rebecca Rosen |
Asset Management: Maximizing Your Provider Partnerships Leveraging your carriers' resources to ease or accelerate success as an indirect sales agent. |
PHONE+ January 12, 2010 |
Can An Agent Survive on Referrals Alone? Referrals can be a great way of building a business and should be a part of any sales process, but a business will not be able to grow on referrals alone. |
The Motley Fool January 31, 2005 |
Working With Real Estate Agents Approach the relationship sensibly, and you'll both be happier. |
PHONE+ |
PHONE+ Asks: How Will Carrier Consolidation Impact the Agent Channel? Several agents weigh in on this question. |
Insurance & Technology November 26, 2003 Julie Gallagher |
Keep Them Coming Back for More Now more than ever, carriers need to focus on keeping today's skeptical customer satisfied. |
Insurance & Technology November 28, 2005 Peggy Bresnick Kendler |
Higher-Tech Agents Leading experts in agent technology answer critical questions about the relationship between agents and technology. |
PHONE+ November 24, 2009 |
Ethical Dilemmas in the Channel Josh Anderson, CEO of Telephony Partners presents ethical dilemmas that have happened in the indirect sales channel. Suppliers and partners provide their input on how to handle the dilemmas. |
Insurance & Technology February 1, 2006 Phil Britt |
A Web of Support There has been an upturn in insurers' investments in Web-based tools that enable agents to work more efficiently and, through those efficiencies, sell more, increase commissions and make more money for the companies they represent. |
The Motley Fool February 17, 2006 |
Choosing a Real Estate Agent How should you go about choosing a real estate broker or agent? Don't just sign up with the one who promises you the highest price for your house. Here are a few tips. |
Financial Planning May 1, 2005 Ed McCarthy |
Making the Switch As advisers shift from a commission-based model to a fee-based one, how are their practices handling the change? |
PHONE+ February 2, 2010 Greg L. Taylor |
Tired of Being Bullied? More and more agents are feeling taken advantage of by carriers. This article discusses some options to solve the problem. |
PC Magazine November 30, 2004 Peter Suciu |
Evil Genius Any run-of-the-mill secret agent can save the world, but to achieve global domination, it takes an Evil Genius. |
CRM September 2007 Ian Jacobs |
Across the Universe Contact center managers have begun to examine this idea of the universal agent, agents theoretically capable of handling any contact, via any channel. |
Insurance & Technology July 11, 2008 Akhil Tripathi |
Web-Based Solutions Deliver on Agents' Tech Expectations Insurers can leverage agent portals and systems integration technology to streamline agents' workflow and improve efficiencies. |
Insurance & Technology July 3, 2008 Peggy Bresnick Kendler |
Shift to Independent Agents Compels Insurers to Modify Practices Industry insiders discuss keys to leveraging technology to boost agent performance. |
The Motley Fool August 5, 2005 |
A Buyer Broker Can Help You Not all real estate brokers have your best interest at heart -- be choosy. |
Insurance & Technology July 12, 2006 Maria Woehr |
Staying In The Game An interview with Bob Winn, vice president of Capital Insurance Group about implementing a new policy administration system for commercial lines and converting the company's personal lines products to a .NET-based, Web-enabled format for agents. |
PHONE+ December 30, 2009 Cara Sievers |
Back Office: What Do You Need to Run an Agency? To be able to concentrate on selling to current customers and generating relationships that will hopefully create new customers, agents must be cognizant of everything that needs to happen smoothly behind the scenes. |
Job Journal August 13, 2006 Christina Clark |
Slipping Home Prices Put Premium on Quality Realtors The profession is attractive to many because of its ease to enter and potential for high earnings. And nationally, employment of real estate agents is expected to grow nine to seventeen percent through the year 2014. |
Registered Rep. November 5, 2012 Diana Britton |
60 Seconds with Dean Zayed He founded Brookstone in 2006 to offer managed money capabilities to independent insurance agents. He tells us how he got involved in that area. |
Financial Advisor August 2009 Roy Diliberto |
Transparency: A Model For Our Profession Investment advisers should only have one interest in mind, and that is the individual. |
PHONE+ December 30, 2009 |
Channel 101 -- PHONE+ Fact Book 2010 An updated primer of telecom industry basics. |
PHONE+ January 29, 2010 Khali Henderson |
On-Demand CRM for Telecom Agents Debuts After a year in beta testing, Qudex announced in fall 2009 a new on-demand CRM package just for telecom. The software as a service application was designed for customers, carriers and agents to manage telecom assets. |
PHONE+ February 17, 2010 Neil S. Ende |
The Danger of Termination Clauses in Agent Agreements Most carrier agency agreements have been unclear at best and one-sided and oppressive at worst. |
The Motley Fool March 30, 2007 Buz Livingston |
Are You Really in Good Hands? You have to hand it to the insurance industry. Tying an agent's sales production to his or her family's continuing health insurance is a great way to generate sales. The benefit for the agent's clients, however, is less obvious. |