Jim Ruta, insurance industry consultant and managing partner, InforcePRO, is back in a weekly video series with pragmatic tipsto help insurance advisors take their businesses to the next level.
June 24, 2014
Jim Ruta, insurance industry consultant and managing partner, InforcePRO, is back in a weekly video series with pragmatic tipsto help insurance advisors take their businesses to the next level.
June 24, 2014In 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.
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.
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.
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.
In part 3 of Ruta's Rules, Jim Ruta, president and head coach, AdvisorCRAFT, explains ten bennefits of annual reviews. From keeping policies and beneficary designations current to innculating clients from competitors, Ruta outlines compelling reasons for annual reviews. He spoke at the TMX Broadcast Centre in Toronto.
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. He spoke at the TMX Broadcast Centre in Toronto.
The cease-trade order on all 11 ETFs from Emerge Canada Inc. represented the first time such an order had been placed on a family of…
Follow our coverage of Bridging Finance Inc., a portfolio manager and exempt market dealer based in Toronto.
Investment Executive's brand-new survey of independent insurance advisors unveils their challenges plus key industry trends
