Life Insurance Practice Management Traps …And how to avoid them

life insurance mdrt practivce management selling insurance Sep 04, 2022

SOLIS #7 – Featuring Jim Ruta - The Re-Energizer 

It happens all the time.  

Insurance advisors add new sales systems and processes to a business with a weak foundation. But no matter how good the sales tactics are, if the business foundation is upside down, you can only be average at best. 

The problem is that no one talks about life insurance business foundations. And when they do, it’s likely the wrong one for the business you’re trying to build. Let’s be honest, there is a lot of confusion out there about what we are trying to build so we can excel: 

  •  Are we money advisors selling insurance?
  •  Are we insurance advisors selling money?
  •  Are we financial planners selling everything?  

Here’s the thing. Each of these business models is different. Good in their own right but different. VERY different. 

Each foundation is different too. So… halfway through Year One of SOLIS, we present to you the practice management traps that will hold you back in your sales business and prevent you from taking full advantage of all your new sales skills. This is about getting you on the right foundation. To “Think Right” as Jack Kinder of the Kinder Brothers used to say.  

Hi, it’s Jim Ruta, host of Solis. On September 6th, I will take to the screen to introduce you to “14 Life Insurance Practice Management Traps” and show you what to do to avoid them. When you do, your sales efforts will be more concentrated and your results easier to achieve. 

For the uninitiated, I have been in and around the life insurance business for more than 40 years. I was a successful 22-year-old agent, sales manager, agency manager, and finally executive manager running a 250 advisor, multi-million-dollar agency on Bay Street in Toronto. Developing top advisors has always been my thing. I know what works and what doesn’t. I have developed dozens of MDRT producers. I have written 4 best-selling industry books; have a regular column in the Insurance Journal; and coach a roster of top advisors including MDRT Top of the Table producers Van Mueller and Sim Gakhar.    

Advisorcraft Media and SOLIS is my passion to help preserve the life insurance business, promote advisors as the best source of life insurance products, and propel their results to the top. And building the right foundation is critical to helping me help you do that.

In this high content and high context session you will discover including:

  •  Where financial plans fit best in the life insurance business
  •  Why “advising” your clients holds you back
  •  What your real job is
  •  The right number of clients for a successful life insurance business
  •  Why specializing pays off
  •  The danger of targeting big cases
  •  Why client segmentation doesn’t help you
  •  Why buying a book of business is a mistake
  •  …and more

This is the session that will support all your other SOLIS training. If you want to set yourself up for the best you can be, this session will show you the traps that can prevent that from happening and what you can do to make them stepping-stones to your best future ever.

You’ll also get a copy of my new 14 Life Insurance Practice Management Traps e-book to remind you of what you learn.  

Remember, a great sales business is built on a great foundation. 

Be sure you join me for SOLIS on Tuesday, September 6th, 2022, from 1:00pm to 3:00pm for this unique session that will show you how to avoid the traps that are holding you back from your best future and the success you deserve. 

Can’t make it because you will still be on vacation? 

No worries. We’ve got you covered. Join anyway - as usual, the program will be video recorded, and a written transcript will be provided along with any handouts so you can watch the new episode of SOLIS at your leisure with a minimum of effort. Only SOLIS does this too.

I guarantee you will be re-educated, re-inspired, and re-energized by this program will easily get many times your tax-deductible investment back in success, satisfaction, and sales. An investment in your success pays the highest dividends.  

PLUS, remember, for a limited time join for this session and you also get full access to Bruce Etherington, Sandro Forte, Lawrence Geller, Van Mueller, Wayne Cotton, and Gail Goodman! That’s 12 hours of world class advice in the palm of your hand or on your desk anytime you want it.

There is NOWHERE else where these icons share their secrets like at SOLIS! This is like the best MDRT Main Platform session ever and it’s all available to you anytime on any device for less that one dinner out with your significant other. 

So, join me, Tuesday, September 6th, 2022, from 1:00 PM to 3:00 PM EDT (or watch On Demand later). Whether you are rookie or a veteran, a pro or a prospect, I guarantee that you will get ideas that will change how you do business for the better.  

This practice management development session will be the perfect way to set you up for your best Fall Sales Season ever. 

Register right now at and I look forward to seeing you Tuesday, September 6th.   

Until then, Go be Amazing!



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