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Practice Management >>

Roccy Defrancesco
Florida Supreme Court goes after the unauthorized practice of law
Article posted by Roccy DeFrancesco
Many insurance agents and financial planners offer to draft living trusts where they not only give advice for a fee on what a client should do, but they actually draft the documents just as though they were attorneys. While there are a few states that allow this, most states frown upon it; and now Florida has specifically outlawed it.

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Sales and Marketing >>

National Underwriter
2015's 50 best ways to generate leads: 1-10
Article posted by LifeHealthPro
Combo policies, tireless prospecting strategies and dynamic marketing are three tips that experts say help them gain good leads.

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Prospecting >>

National Underwriter
2015's 50 best ways to generate leads: 11-20
Article posted by LifeHealthPro
The secret to lead generation, educational workshops and a focused target market are among the top tips in today's list.

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Technology >>

National Underwriter
2015's 50 best ways to generate leads: 21-30
Article posted by LifeHealthPro
Networking groups, free lunches and the federal government make their way onto the lead generation list for today.

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Social Media >>

National Underwriter
2015's 50 best ways to generate leads: 31-40
Article posted by LifeHealthPro
Auto referrals, centers of influence, a client sales force and birthdays are among the lead generation ideas on tap today.

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