NAILBA Perspectives - September/October 2014 - (Page 7)

p e r s p e c t i v e s B R O K E R AG E I N D US T R Y I N S IG H TS S E P T E M B E R / O C TO B E R 2 0 1 4 contents 17 Features 12 Servicing Orphan Policy Holders: The BGA's Role In the industry, an insured person whose producer is gone is known as an orphan policy owner. How can the BGA who helped place this case be involved in ﬁnding someone new to help the client? 40 A Path Forward: Part 1 of 2 Successful LTCi marketing and sales in the BGA environment continues to defy conventional wisdom. In this ﬁrst part of a two-part series, the authors examine the results of a comprehensive research project on this complex topic. BY JEAN FEINGOLD 17 NAILBA 33 Preview AND BARRY J. FISHER, LTCP 28 12 BY RONALD R. HAGELMAN, JR., CLTC, CSA, LTCP Future of the Independent Marketing Organization There's no question that successful IMOs offer exceptional value for their partner brokerage agencies. What lies ahead for these organizations? BY AMY BELL 28 Departments 9 Chairman's Corner Future of Brokerage 32 BARBARA CROWLEY 11 26 JOHN RIPPINGER, CLU, CFP, CHFC, CEO Insights Change...Again JACK CHIASSON, CAE Life Happens Help Agents Leverage the Power of Storytelling CINDY V. GENTRY, CLU, CHFC, LUTCF NAILBA Charitable Foundation What We're All About RHU, LUTCF, REBC 34 36 Member Proﬁles Brittany Cross, Labyrinth Financial Services 38 Agency Resources Hot Underwriting Issues HANK GEORGE, FALU, CLU, FLMI 44 Reading Ahead A Brighter Future 46 Calendar of Events 46 Index of Advertisers Agency Successor Networking Group You Are the Future 40 www.nailba.org 7 http://www.nailba.org

Table of Contents for the Digital Edition of NAILBA Perspectives - September/October 2014

NAILBA Perspectives - September/October 2014
Contents
Chairman’s Corner
CEO Insights
Servicing Orphan Policy Holders: The BGA’s Role
NAILBA 33 Preview
Life Happens
Future of the Independent Marketing Organization
NAILBA Charitable Foundation
Member Profiles
Agency Successor Networking Group
Agency Resources
A Path Forward: Part 1 of 2
Reading Ahead
Calendar of Events
Index of Advertisers

NAILBA Perspectives - September/October 2014