Sunday, January 31, 2010

Life Insurance for Long and Short Term Planning

Life Insurance For Long and Short Term Planning

It's been a busy week...

The Life Insurance business can be busy sometimes. If it doesn't involve prospecting, or selling, or completing paperwork and follow up calls, then I guess it wouldn't be a business. As an MGA, we not only look after our own business, but act as the filter between that of other broker / advisor's and the insurance company. We do just look after Life business, also Travel Insurance and Group Insurance business too.
So as you can see it is important to develop systems and use tools to help streamline the process. This will be one of the topics at our next advisor seminar in March.

Speaking of tools, I found a great new service a month or so ago involving Twitter followers. If you are reading this blog, you are probably internet savvy enough to know what Twitter is. Twitter has become an important tool in social media. If you go to Twiends.com, it helps you add and develop twitter followers on a credit system. It is a fantastic tool, and I personally have add a few hundred followers using this service. Time is pretty precious, and this is just a tool that allows you to free up some time. While you are there, check me out, my twitter name is jordankovats. Our company twitter name is thebenefitguy. Hope to see you soon.

Tuesday, January 19, 2010

Looking forward to the New Year...

Yesterday began with a meeting of the minds of the founders and partners of The Benefit Guys. It was fairly relxed, our plans and goals for the year were outlined, and put into action. I was able to learn how to manage more of our website, just in time for some minor cosmetic and content revision that started taking place last night. There were a couple nervous moments when one of the webpages go lost in cyber space. However, a relaxed, strategic approach, in combination with practical experience of navigating more in behind the scenes of the site, allowed me to find it a bit later.
Enough of that.
The Benefit Guys have decided to change a bit of our branding involving Life Insurance advisors we work with. If you have visited our site before, you will notice some of the changes I described in the paragraph above.
Our newsletter campaign will be starting again next week. Life Insurance advisors will get the first taste of the new "branding" in this months edition.
It was a nice start to a day to recieve an inquiry about affiliation with our company. Our philosophy, and approach is spreading. This will be a great year for everyone affiliated with The Benefit Guys.
As usual, my plate is full, my time is short, my list is long, and my responsibilities are many, so I must go and prepare for a couple articles to be written and published in the next litte while.
If there is such a thing as a goal for the new year, mine is a bunch of little ones all rolled into one. Organize, plan, do it right, do it once, finish what you start, and if it needs redoing, go back to the first word in the sentence. Sometimes, some things just take a little bit longer than you expect, but if it is done right, it will never have to be redone.