INDEPENDENT DISTRIBUTION
Best practices in a changing world
If there ’ s one word that describes the independent distribution system , it ’ s resilient . Over the many years I ’ ve been working with advisors and marketers in the life and health insurance business , change and adaption to it have been commonplace . But I really can ’ t think of another time where the changes have hit both the life and health providers and their representatives and their client base so hard and so completely and so all at once .
But that ’ s what has happened this year with the pandemic . And still , the best people in the business continue to find ways to adapt and succeed .
This report is about three such survivors who continue to do well in this challenge-filled environment . Two of them are top-producing advisors , and the third is a successful brokerage general agency . All were kind enough to share with me some of the insights they ’ ve gained throughout these past strange months , and how they are positioning their business in the coming months for continued success .
10 Perspectives Q4 2020