Beginning March 29: To help insurance agents and financial advisors like you guide clients in making critical wealth, health and life decisions we will be moving our coverage from LifeHealthPro.com to ThinkAdvisor.com.

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About

THE INSURANCE INDUSTRY HAS A MAJOR PROBLEM

Barriers to success for insurance professionals are more considerable than ever before. Increased product complexity and regulations, consumer indifference, and direct-to-consumer sales channels are only a few of the issues complicating today’s landscape. These barriers can be even higher for newly licensed agents who don’t have the resources and training necessary to foster a successful business. Too often they call it quits, leaving many retiring agents without a succession plan.

WORKING TOGETHER TO ADDRESS IT

The Succession Initiative — a succession plan for the entire industry — seeks to tackle this problem as a community.

  • For new life & health agents and advisors licensed less than five years, the site connects you to the educational content, training and mentorship from industry veterans and companies that will help you be successful.
  • For seasoned producers, it offers you a chance to give something back by sharing your knowledge and expertise about what it takes to establish a successful practice.

Regardless of your experience level, the site offers peer-driven ideas, insight and resources to help you adapt to today’s insurance landscape and take your practice to the next level!

Weekly content culled by experienced LifeHealthPro.com editors:

  • NEW AGENT PROFILES - stories chronicling newly licensed agents – their origins, their aspirations, the hurdles they have to overcome, and the successes they experience along the way as they get their practice established. Email nmorford@alm.com if you’re interested in being profiled.
  • INCUBATOR CHALLENGE BLOG - newly licensed agents present questions or a professional challenge, and seasoned producers weigh in with feedback, support and guidance. Submit a challenge now or email nmorford@alm.com if you’d like to be part of our seasoned producer advisory board.
  • eNEWSLETTER - provides educational content, training and mentorship for newly licensed agents, while seasoned professionals hear from other successful advisors. Subscribe for free now.

Get the The Succession Initiative eNewsletter in your inbox each week.

 

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Nichole Morford

Nichole Morford
Managing Editor

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