Sales & Marketing

Ruta’s Rules Spring 2014

Jim Ruta, managing partner, LifeAssist Software, is back in a weekly video series with pragmatic tips to help insurance advisors take their businesses to the next level.
 

In this Special Feature

  • Are proposed upgrades to insurance advisor qualifications a ticking time bomb?

    In part 11 of Ruta’s Rules, Jim Ruta, managing partner and chief sales officer, InforcePRO, argues that higher entrance qualifications may mean fewer new advisors, and more middle-income earners left without coverage that they need.

  • How ‘order-takers’ can be top insurance advisors

    In part 10 of Ruta’s Rules, Jim Ruta, managing partner and chief sales officer, InforcePRO, explains why the insurance business needs more “order takers”. He discusses how taking orders can generate more business for insurance advisors.

  • Six checklists that are vital to your business

    In part nine of Ruta’s Rules, Jim Ruta, managing partner and chief sales officer, InforcePRO, explains the power of a checklist and outlines six checklists that are crucial to an insurance advisor’s business practice.

  • Practice management advice may be killing your business

    In part eight of Ruta’s Rules, Jim Ruta, managing partner and chief sales officer, InforcePRO, explains that some practice managment advice for may be killing your progress in insurance. Ruta identifies three main areas where the route to success is different for insurance -- and gives practical advice on boosting your insurance business.

  • Seven questions to resuscitate your business model

    In part seven of Ruta’s Rules, Jim Ruta, managing partner and chief sales officer, InforcePRO, poses seven questions you can use to assess your business model and make it more effective.

  • Why specializing in life insurance makes sense

    In part six of Ruta’s Rules, Jim Ruta, managing partner, LifeAssist Software, explains why specializing in life insurance can lead to best results for advisors and their clients.

  • Make the 10-3-1 activity formula work for you

    In part five of Ruta’s Rules, Jim Ruta, managing partner, LifeAssist Software, outlines five key misconceptions about 10-3-1 that impact the efforts and results of life insurance agents. He explains what the formula really means and how to use it to boost your business.

  • Boost your business this summer

    In part four of Ruta’s Rules, Jim Ruta, managing partner, LifeAssist Software explains the most important thing you can do to do more business this summer — take some time off. He spoke at the TMX Broadcast Centre in Toronto.

  • Ruta’s Rules: Ten benefits of annual policy reviews

    In part three, Jim Ruta, president and head coach, AdvisorCRAFT, discusses ten benefits of annual life insurance policy reviews. He explains why policies should be reviewed regularly with clients.

  • How many appointments per week is enough?

    In part two of Ruta’s Rules, Jim Ruta, managing partner, LifeAssist Software, gives tips on how to book appointments, how many to book, and on how to involve staff effectively setting appointments.

  • How to place rated cases so clients feel good about them

    In part one of an all new 12-part series of Ruta's Rules, Jim Ruta, managing partner, LifeAssist Software, gives tips on handling rated cases, including tips for advisors and how to communicate with clients.