Introductory Meeting with Carriers

Important Questions to Ask During Carrier Meeting

Your First 180 Days as an Independent Agent: Recommendations for Success In this blog, we are going to cover what you should ask during your introductory meeting with carriers, documents to gather, and a template to keep it all organized. This will be the first in a series of blogs covering different topics that we … Read more

Adding Financial Planning to Your Offerings

Life Insurance

Are you leaving money on the table? According to The Overlooked Gap in Financial Advice, by Chubb and Oliver Wyman, “research reveals that nearly 40% of successful individuals would consider switching to a financial advisor who provides P&C support.” However, “only 28% of advisors currently provide P&C support.” That leaves a wide gap for independent … Read more

Confessions of an Ex-Farmers Agent

Question mark man

Why I Ended My Partnership with a Farmers Insurance Agency   For almost 15 years, I gave my Farmers Insurance agency everything that I could  – my financial investment, energy and, most importantly, the majority of my time. In return, I received an incredible education, met some of the most skillful salespeople in the industry, … Read more