At VIBE, we believe underwriting isn’t just about getting cases approved; it’s about delivering a seamless experience for clients and advisors alike. In this conversation, Bob Klein sits down with Joe Brita, our new Chief Underwriter and Head of New Business, to talk about his philosophy on underwriting, case management, and what it takes to consistently get cases across the
A Guide to Financial Security and Peace of Mind IntroductionChronic illnesses, such as Parkinson’s disease, can bring significant financial and emotional challenges. Planning ahead is key to ensuring that you and your loved ones are prepared for the future. This guide walks you through the critical steps of long-term financial planning, highlights the benefits of long-term care insurance (LTCI), and
Creating a sustainable independent insurance agency goes beyond just setting up operations. You’ll need to implement strategies that allow your business to grow, adapt, and remain profitable over the long term. This guide will cover advanced approaches to building a resilient and scalable agency. 1. Establish a Scalable Business ModelA scalable business model is crucial for handling growth without compromising
As an insurance agent, your role goes far beyond selling policies — it’s about helping clients plan for the unexpected and protect their financial future. For clients at higher risk of chronic illnesses, such as Parkinson’s disease or other neurodegenerative conditions, this means guiding them toward solutions that provide financial security and peace of mind in the face of long-term
In the highly competitive world of insurance, attracting and retaining clients is vital to the success of your independent agency. Whether you’re just starting or looking to grow your existing client base, having a well-rounded strategy is key. This guide will provide you with actionable insights to not only bring in new clients but also keep them loyal to your
As an insurance agent, your work goes beyond selling policies — it’s about building trust, providing peace of mind, and creating a lasting impact. For clients navigating life’s uncertainties, insurance offers more than just financial protection. It provides a foundation for security and an opportunity to support their loved ones and communities in times of need. Insurance not only protects
As an insurance agent, your work has a profound impact on the families you serve. For those living with chronic illnesses like Parkinson’s, the right support can mean the difference between financial stability and overwhelming stress. Beyond offering policies, you play a critical role in helping families navigate the complexities of planning for care, protecting their assets, and securing peace
As budget season approaches for businesses, event planners are looking for ways to make the most of their event budget while keeping attendees engaged and excited. One increasingly popular trend in conference planning is incorporating fun activities and live entertainment into the itinerary. While some may think these extra activities are unnecessary expenses, allocating a budget for music and Pickleball
Stress is a part of everyone’s life, and at times it can be overwhelming. The demands of daily life – from work to relationships – can all contribute to the build-up of stress. Long-term stress can negatively impact both physical and mental health. However, managing stress is possible, and it is essential in achieving a healthy and balanced life. This
As humans, we have a basic need for social interaction and connection. It’s no secret that having a supportive community can make a significant difference in our emotional and mental wellness. Community is a valuable resource for many reasons, including the fact that it allows us to feel seen, heard, and supported. In this blog post, we will explore the