Home In Depth Special Reports Rewind: Ruta’s Rules, Fall 2014

Rewind: Ruta’s Rules, Fall 2014

Catch up with Jim Ruta, managing partner and chief sales officer, InforcePRO, as he offers pragmatic advice to help advisors take their insurance business to the next level. With links to select articles from Investment Executive newspaper.

December 16, 2014

Six surefire ways to avoid becoming a high performer

In this week’s Ruta’s Rules, Jim Ruta, managing partner and chief sales officer, InforcePRO, gives six tongue-in-cheek tips on how to make sure you don’t become too successful.

  • October 15, 2014 October 30, 2019
  • 08:55

Pre-approach letters more useful than ever

In this week’s Ruta’s Rules, Jim Ruta, managing partner and chief sales officer, InforcePRO, explains why pre-approach letters work. He gives specific examples of headlines and topics to warm up prospects.

  • October 9, 2014 October 30, 2019
  • 09:30

Top 10 questions for effective life insurance portfolio reviews

In this week’s Ruta’s Rules, Jim Ruta, managing partner and chief sales officer, InforcePRO, lists the top 10 life and lifestyle questions essential to an effective life insurance portfolio review.

  • September 16, 2014 October 30, 2019
  • 11:50

Don’t give up on written sales presentations

In this week’s Ruta’s Rules, Jim Ruta, insurance industry consultant and managing partner, InforcePRO, explains the importance of a written presentation for life insurance sales. Ruta explains how to craft a presentation based on situation, issues and recommendations (SIR) and itemizes the SIR steps to making your presentation powerfully clear for prospects.

  • September 9, 2014 October 30, 2019
  • 08:45

Turn client calls into calls to action

In this week’s Ruta’s Rules, Jim Ruta, insurance industry consultant and managing partner, InforcePRO, explains why “fishing” calls no longer work and offers a new “specific” approach to grab the attention of clients.

  • September 4, 2014 October 30, 2019
  • 10:20