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Archive for April, 2012

Trend Report: Whole Life w/PUA Rider

Following is a very general thought on a product that is definitely trending among the IMOs with whom we do business. Our trending product is Whole Life with a Paid Up Addition Rider that allows for significant dump-in’s of extra cash. In our case, the PUA Rider does not have a load or surrender charge, […]

F2F Networking, even Facebook does it

F2F is important even to the internet generation. Was interested to read in today’s NYT that the Instagram/Facebook connection came about through traditional F2F networking. As ICMG has shown over and over, the relationships that develop over years can lead to unanticipated results.

Why Can’t We All Just Get Along? (Or, Redundant Processing and Needless Inconsistencies)

ICMG is all about the deal. But once a carrier and distributer agree to do business, then comes the part of contracting the agency and their distribution with the insurer.  Face it: Carriers do not utilize standard agent appointment and contracting documents. We understand how and why contracts differ, but don’t all carriers collect relatively […]

The Secret to Success

It’s been a couple of months now since the ICMG Conference in Phoenix. What an exciting time that was. It’s funny but I believe that this last conference was the best for me in several years. I had made several promising contacts there and left very excited about the possibilities of at least two new alliances. The secret is […]