The Perr&Knight January newsletter is here! Click the link to read our latest blogs, thought leadership and stay up to date on upcoming events!
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“In 2024, the total life insurance need gap rose to 42%.”* You want to be prepared and have protection against any unforeseen life events you may encounter. Life Insurance Awareness Month reminds us how important it is to have life insurance. Click the link below to find out how to take action to safeguard yourself and your family from potential vulnerabilities. https://lnkd.in/eNNR_mzW *2024 Insurance Barometer Study (limra.com) #WFGUSLIAM2024
LIMRA - Navigate With Confidence
limra.com
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Most financial advisors don't have the time to do online marketing. At Financial Tech Tools, we take care of the marketing so advisors can spend time serving their clients.
🌟 **Unlocking Influence in the Corporate Marketplace: Event Recap** 🌟 We had an incredible time at our Advocis Vancouver Chapter focused on elevating influence and impact in the corporate insurance sector! Thank you to 🎯 Brent Swatuk CLU, CHS 🎯 who joined us and contributed to making it a huge success. Key Takeaways: 1. Target Market Identification: - Members learned how to understand and address the unique needs and pain points of businesses at different stages – developing, growth, and mature. Tailoring products and services to meet specific challenges unlocks new opportunities. 2. Adoption and Discard Strategy: - We discussed the importance of adopting strategies that align with personal and professional goals and identified practices to discard to streamline businesses and enhance effectiveness. 3. Strategic Partnerships: - The event highlighted the essential role of strategic partnerships with professionals like accountants and lawyers. Leveraging these relationships is key to scaling practices, enhancing influence, and reaching a wider audience. Why It Was Valuable: - Members gained actionable insights from industry experts. - Members left equipped with tools and strategies to thrive in the competitive corporate marketplace. Thank you once again to 🎯 Brent Swatuk CLU, CHS 🎯 and attendees for contributing to learning and growth. Let's continue moving from surviving to thriving together! #CorporateInfluence #InsuranceSuccess #ProfessionalGrowth #StrategicPartnerships #BusinessDevelopment #volunteer
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As your association sinks time and resources into new initiatives, do you find yourself asking, “What is it that we’re really trying to accomplish?” Before rushing into standing up a new program, the board should look at the organization’s overall growth vision. When ideas aren’t in sync with the association’s strategy, the board risks getting blindsided by industry trends, or you end up sinking resources into irrelevant initiatives. Using their strategic plan as their north star, associations should regularly audit their products and services. Do you know if your strategic plan is working, or how to revise it if it isn't? ACG assists clients in all aspects of strategy development, implementation, and measurement. From interviews with key stakeholders to define the member value proposition to developing procedures and reports to measure success, the ACG team will be your strategy guide. Read more: https://lnkd.in/ghTE-CkK
Products and Purpose | Associations Now
associationsnow.com
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Is your business at a crossroads in the current commercial property market? Join Marsh McLennan Agency's webinar on April 17 at 1:00 pm, ET and gain valuable knowledge from top industry leaders. #Property #InsuranceTrends
Webinar | Positioning your organization for the optimal outcome: How to adapt in a transitioning property market
marshmma.com
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❔ How are leading GTM-focused business leaders crafting a winning strategy? ❔ How are investors thinking about GTM strategy before a deal closes? ❔ What KPIs can indicate go-to-market success? We'll unpack all of these questions on June 11th from 12-12:30 PM EDT during our Go-to-Market Webinar, featuring Mitch Green from Clairvest Group Inc., Randy Rowland from Meriplex and Tyler Bowley from Acera Insurance. You won't want to miss this discussion, RSVP at the link in the comments below. #privateequity
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Staying true to your calling in a competitive market is no easy feat. Thomas A. Stewart and Patricia O’Connell explore the secrets of specialist companies and how their unique traits can help leaders stick to their strategies. Discover the six key traits that drive success and learn how to apply them in your own business. https://lnkd.in/gvRmzSJy
Niche work if you can get it
strategy-business.com
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🚀 Founder @InsureAdz | Lead Generation Specialist for Insurance Agencies | Digital Marketing Expert 🚀
🔔 To all the insurance agency owners and teams out there, 🔔 Every day, you’re navigating a landscape that’s constantly changing—new regulations, evolving client needs, and the growing demand for digital solutions. It’s a challenging environment, but it’s also full of opportunities for those who are ready to adapt and innovate. Your work goes beyond selling policies. You’re in the business of building trust, offering peace of mind, and being there when it matters most. In a world where personal connections can sometimes feel distant, your commitment to your clients makes all the difference. As we move forward, let’s remember the importance of staying connected—with our clients, our teams, and the industry. The relationships you build and the value you provide are what set you apart. By focusing on what truly matters—understanding client needs, empowering your team, and embracing change—you’ll not only navigate the challenges ahead but also set new benchmarks for success. Here’s to your continued growth and the positive impact you’re making every day. Let’s keep pushing forward, together. 💪 #InsuranceAgency #Leadership #ClientRelationships #Innovation #BusinessGrowth
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Is your business at a crossroads in the current commercial property market? Join Marsh McLennan Agency's webinar on April 17 at 1:00 pm, ET and gain valuable knowledge from top industry leaders. #Property #InsuranceTrends
Webinar | Positioning your organization for the optimal outcome: How to adapt in a transitioning property market
marshmma.com
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The SLIC Group Chief Executive shares insights into sustaining success in the future. Click here to read the full story
SLIC’s Chandana L Aluthgama on Leading Sri Lanka’s Biggest Insurer - Echelon
echelon.lk
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