Personal service remains best business strategy

Article Abstract:

Consumers are willing to pay a decent price for good service, and insurance agents should strive to provide excellent customer service to attract loyal customers. Personal, one-on-one service involves handling business in an organized, timely and courteous manner and necessitates management competency. Agents who lack of customer service skills will lose customers to other agents.

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Wealthy clients require sophisticated techniques

Article Abstract:

Selling life insurance to the very wealthy requires sophisticated financial planning techniques since many insurance for liquidity may already be in place. Clients with a net worth of over $5 million can benefit from family limited partnerships, charitable lead trusts, grantor retained annuity trusts and private split dollar insurance policies.

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Newly married clients have distinct needs

Article Abstract:

An insurance agent who provides good counseling to young, newly married couples may find that these couples will continue to patronize the agent's office in the future. Such counseling mainly concentrates on financial issues that include financial planning, the level of risk protection that should be carried and creating an investment plan.

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