Ruta’s Rules Spring 2014 – Investment Executive

The simple method for selling life insurance

Alan — Tue, 29 Jul 2014 13:50:00 +0000

In part 12 of Ruta’s Rules, Jim Ruta, managing partner and chief sales officer, InforcePRO, explains why selling life insurance can get overly complicated when complex planning supersedes the simple task of ensuring clients receive coverage that gives them peace of mind.

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Are proposed upgrades to insurance advisor qualifications a ticking time bomb?

Alan — Wed, 23 Jul 2014 15:15:00 +0000

In part 11 of Ruta’s Rules, Jim Ruta, managing partner and chief sales officer, InforcePRO, argues that higher entrance qualifications may mean fewer new advisors, and more middle-income earners left without coverage that they need.

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How ‘order-takers’ can be top insurance advisors

Alan — Tue, 15 Jul 2014 14:00:00 +0000

In part 10 of Ruta’s Rules, Jim Ruta, managing partner and chief sales officer, InforcePRO, explains why the insurance business needs more “order takers”. He discusses how taking orders can generate more business.

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Six checklists that are vital to your business

Alan — Tue, 08 Jul 2014 15:45:00 +0000

In part nine of Ruta’s Rules, Jim Ruta, managing partner and chief sales officer, InforcePRO, explains the power of a checklist and outlines six checklists that are crucial to an insurance advisor’s business practice.

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Practice management advice may be killing your business

noelja — Wed, 02 Jul 2014 16:10:00 +0000

n part eight of Ruta’s Rules, Jim Ruta, managing partner and chief sales officer, InforcePRO, explains that some practice managment advice for may be killing your progress in insurance. Ruta identifies three main areas where the route to success is different for insurance -- and gives practical advice on boosting your insurance business.

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Seven questions to resuscitate your business model

Alan — Tue, 24 Jun 2014 18:51:00 +0000

In 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.

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Why specializing in life insurance makes sense

Alan — Tue, 17 Jun 2014 16:30:00 +0000

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.

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Make the 10-3-1 activity formula work for you

Alan — Wed, 04 Jun 2014 10:00:00 +0000

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.

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Boost your business this summer

Alan — Wed, 28 May 2014 14:25:00 +0000

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.

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Ruta’s Rules: Ten benefits of annual policy reviews

Alan — Mon, 19 May 2014 12:00:00 +0000

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.

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