Diversifying your product offerings is one of the most effective ways to grow your insurance agency and increase revenue. Adding products like annuities or expanding your life insurance portfolio not only meets your clients’ diverse financial needs but also strengthens your agency’s market position. Let’s review the steps to successfully integrate new financial products into your portfolio, helping you provide
Starting your journey as an independent insurance agent is an exciting milestone, full of potential and opportunity. However, with the freedom of being your own boss comes the responsibility of managing your finances effectively. Proper financial planning is the cornerstone of building a stable and successful agency. Whether you’re just launching or still in the early stages, this guide will
Recruiting high-performing producers is essential to scaling your insurance agency and driving long-term success. In a competitive market, attracting top talent requires more than just offering competitive compensation—it demands a strategic approach. Whether your focus is life insurance, annuities, or other financial products, building a team of dedicated, high-achieving producers who align with your agency’s vision is crucial. In this
Taking the leap from being a career General Agent (GA) to owning your own independent insurance agency is a bold move with significant financial rewards. Beyond the autonomy and control over your business, running your own agency opens up numerous opportunities for financial growth and stability. Here’s a detailed look at the financial benefits you can expect from owning your
Starting your own independent insurance agency is a remarkable achievement. As you embark on this new journey, effective management will be key to your success. Here are ten essential tips to help you manage your new independent insurance agency and set it on a path to growth and profitability. 1. Develop a Clear Business Plan A comprehensive business plan is
Are you a Career General Agent (GA) looking to take control of your future and build something truly your own? Transitioning to an independent agency owner is a bold and exciting move that comes with a host of benefits, including autonomy, financial growth, and the opportunity to create a lasting legacy. Here’s a step-by-step guide to help you navigate this
In the ever-evolving landscape of the insurance industry, few stories are as compelling and illustrative of change and innovation as Bob Klein’s journey from the corporate world to his new role at VIBE. With a remarkable career spanning over three decades, Bob’s move signals a new era not just for him but also for the independent insurance sector. Today, we
After an illustrious 38-year tenure in the corporate world, Bob Klein, a seasoned veteran of the insurance and brokerage industry, embarks on a new chapter as he joins VIBE as Head of Distribution and part-owner. This pivotal moment marks not just a career transition for Bob but also a significant milestone for VIBE, as we welcome a leader whose impact
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
Bob brings significant skills to this role, built on more than 25 years’ experience in sales and distribution leadership with stints in life brokerage, BD sales, linked benefits, group and voluntary benefits and IMO annuity sales. Before that, Bob had a 10-year home office career in underwriting and sales support, transitioning to sales in 1996 by opening a Mid-Atlantic brokerage office for CIGNA.