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Sales and Marketing >>

Ike Devji
An emergency checklist for advisors and clients: essential legal and financial documents
Article posted by Ike Devji
Finding key documents under stress — or worse, having to have someone else sort through the entirety of the paperwork you have hoarded after an emergency, death or other crisis — is often impossible. This is the list of the most essential legal and financial paperwork that you should be able to lay hands on or instruct others to easily find.

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Prospecting >>

Alan Blume
Should you hire a producer without an insurance agency leads program?
Article posted by Alan Blume
Should agencies hire a producer without first implementing an insurance agency marketing and lead generation program? After all, whose job is it to fill the top of the funnel? And has the answer evolved over time, requiring a different response today than it did 10 or 20 years ago?

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Technology >>

AdamC_Johnson
Three key platforms for selling insurance via social media
Article posted by Adam Johnson
Here are the three key platforms for selling insurance via social media, and how best to take advantage of them.

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Practice Management >>

Vanessa De La Rosa
13 insurance industry heroes you need to know
Article posted by Vanessa De La Rosa
There are many heroes in this line of work, most of them unsung. They run the gamut from executives directing 70 million hours of charitable work in a single year to visionaries working to transform the way we think about and plan for death to educators inspiring the next generation of workers. These are the true success stories, the ones that leave behind a legacy.

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Social Media >>

Kelly Moser
3 things to learn from the outrageous Comcast recording
Article posted by Kelly Moser
Recently, an eight minute recording of one man’s conversation with a Comcast employee went viral — for all the wrong reasons. Here are three things that can be learned from the outrageous Comcast recording.

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