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.
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
Housing costs are a growing worry, BMO index finds
New funds hold several big names found in broad U.S. stock indexes
Effective communication, whether digital or in person, remains key to strong client/advisor relationships
Despite the pickup, sales are on track to be the lowest since 1995
As many as three members voted for a 25 bps cut to the rate, now at 4.75%
GDP growth has topped 2% in eight of the last nine quarters
Feds boost SR&ED, renew accelerated investment incentive