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Producers Blog

LFG’S “TAKE CHARGE” APPROACH TO RETIREMENT PLANS

Benefits Products & Services Understanding consumers and helping them visualize income goals Lincoln Financial Group’s (LFG) retirement  plan advertising tagline—“You’re in charge”—could be an apt slogan for employees in most retirement plans today. Since defined contribution (DC) plans have become the dominant form of retirement plan, supplanting defined benefit pension plans, most employees have to rely on their own saving and investment decisions for their retirement security. One tool LFG

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    Walking the Claims Path with Clients

Walking the Claims Path with Clients

Claims advocates can guide customers through the unfamiliar and sometimes painful process of a claim “The insurance industry says it wants to help the client through the claim process, but it does a terrible job.” That’s an odd statement coming from a successful, service-oriented independent agent. After all, independent agents pride themselves on maintaining relationships based on service. And that is usually the case, says the quoted agent—except when it

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MANAGING ABSENCES

Benefits Products & Services Sun Life Summit tackles the tough issue of health-related absences When an employee is absent from work due to health reasons, it can bring out the worst or the best in other employees. “She’s sick again?” someone mutters in a tone that is both irritated and skeptical. “I guess I’ll be doing her work and mine again today.” Others rally behind an employee who faces a

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    A CHANCE TURNS INTO A CHOICE

A CHANCE TURNS INTO A CHOICE

New Yorker is The National Alliance National Outstanding CSR of the Year How many times have you heard someone in our industry say: “I had no intention or desire to enter the insurance business, but 15 years later, here I am”? That may be true of you—and it’s definitely true for Kelly McGowan, CISR Elite, the 2016 winner of The National Alliance for Insurance Education & Research Outstanding CSR of

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    HONORING THE PAST, LOOKING TO THE FUTURE

HONORING THE PAST, LOOKING TO THE FUTURE

Carolinas agency continually finds new ways to deliver value to clients In the late 1980s three friendly competitors—Arnold Edwards, Bart Church, and Jim Muse—started meeting in the shade of an oak tree to share ideas about how to be successful in the agency business. Each of the three had an extensive background in sales, finance, and underwriting, and it wasn’t long before these casual get-togethers started to take on the

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