VU Resources

Can Our Agency Cancel or Non-Renew a Client?

In recent months, this has become a hot topic: Can our agency cancel or non-renew a nightmare client?

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Life Insurance Trust Tax Implications

An agent asks: I sold a life insurance Trust UL policy many, many years ago. The Doctor recently died. He had Option B (option 2). The face amount was $500,000…

Certificate of Insurance Questions and Answers

Certificates of insurance account for more headaches at the agency level than just about any other issue. Because COIs create so much angst, the VU regularly conducts webinars regarding them.…

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Suddenly, Coverage Became Important!

Insurance carriers spend in excess of $6.7 billion on advertising. Progressive alone spends over $1 billion. Most of this advertising is about price and how much the insured can save.…

Forgive Them, They Know Not What They Do

Politicians want votes, lawyers want a percentage and business owners simply want their business to survive and thrive. These facts collided near the end of March 2020 when states began…

Five Areas the Best Practices Program Can Help Any Agency

Virtually every industry has a model for comparing results to other businesses in the same field. For the independent agency system, that model is the Big “I” Best Practices program.

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