Ruta’s Rules 2014

Jim Ruta, managing partner, LifeAssist Software, is back by popular demand in a weekly video series with pragmatic tips to help insurance advisors take their businesses to the next level in 2014.

March 24, 2014

Ruta’s Rules: A new life insurance business model

Jim Ruta, managing partner and chief sales officer, InforcePRO, proposes a new business model that can dramatically increase the professionalism of the life insurance business. He outlines five steps you can take to launch this new model for your clients.

  • March 24, 2014 October 30, 2019
  • 05:01

Ruta’s Rules: Boost your business with field underwriting

Jim Ruta, managing partner and chief sales officer, InforcePRO, explains how field underwriting can build your business, forge closer relationships with your clients and increase your value in the marketplace. Ruta spoke at the TMX Broadcast Centre in Toronto.

  • March 17, 2014 October 30, 2019
  • 05:10

How to increase referrals by up to 600%

Jim Ruta, managing partner and chief sales officer, InforcePRO, identifies strategies that have been shown to increase referrals by up to 600%. Ruta explains how to build these methods into your business. He spoke at the TMX Broadcast Centre in Toronto.

  • March 9, 2014 October 30, 2019
  • 16:00

The one thing you must do at the end of every client meeting

Jim Ruta, managing partner and chief sales officer, InforcePRO, gives tips on how to set up the next appointment with a client during your current meeting in a courteous and professional way. He spoke at the TMX Broadcast Centre in Toronto.

  • March 2, 2014 October 30, 2019
  • 17:00

Ruta’s Rules: Don’t let nomophobia ruin your business

Jim Ruta, managing partner and chief sales officer, InforcePRO, explains that business people check their mobile phones, on average, every 10 minutes. The fear of being out of mobile phone contact is so pervasive it has even acquired a name: nomophobia. Ruta explains how to maintain a healthy focus in the chaos of hyperconnectivity.

  • February 23, 2014 October 30, 2019
  • 10:50

Ruta’s Rules: Sell life insurance from the heart

Jim Ruta, managing partner and chief sales officer, InforcePRO, says clients buy life insurance products to protect those they love. He explains how to create empathy-based presentations to help clients focus on the products they need. He spoke at the TMX Broadcast Centre in Toronto.

  • February 17, 2014 October 30, 2019
  • 09:30

Use the three pillars of insurance to boost sales

Jim Ruta, managing partner and chief sales officer, InforcePRO, discusses how life insurance protects clients from three risks in life: living too long; dying too soon or becoming disabled. He explains how focusing on these three classic risks will benefit clients and help advisors boost their insurance sales. He spoke at the TMX Broadcast Centre in Toronto.

  • February 9, 2014 October 30, 2019
  • 11:25

Ruta’s Rules: Four keys to being more referable

Jim Ruta, managing partner and chief sales officer, InforcePRO, identifies the four essential strategies that have been proven to bring more referrals — and explains how to build these into your practice. He spoke at the TMX Broadcast Centre in Toronto.

  • February 2, 2014 October 30, 2019
  • 17:25

Ruta’s Rules: Don’t miss these three opportunities

Jim Ruta, managing partner and chief sales officer, InforcePRO, identifies the top three obvious opportunities advisors miss at the beginning of the year — and explains how to utilize these strategies to get ahead of the game in 2014. He spoke at the TMX Broadcast Centre in Toronto.

  • January 25, 2014 October 30, 2019
  • 09:00

Ruta’s Rules: Achieve more by doing less

In part three of this weekly series Jim Ruta, managing partner, LifeAssist Software, explains the five top things advisors do that slow their productivity. He explains exactly how you can achieve more by doing less. Ruta spoke at the TMX Broadcast Centre in Toronto.

  • January 19, 2014 October 30, 2019
  • 13:50