Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Should Legacy Systems Stay Or Should They Go?
By Michel ChiassonAsk any CIO: One of insurance information technology's biggest headaches revolves around how to keep up with a technology market that is evolving at a ...
September 03, 2006
Woods Tells Convention: Without Change, 'No NAIFA'Addressing the annual convention of the National Association of Insurance and Financial Advisors here, CEO David Woods had a grim message for the nearly 2000 ...
September 03, 2006
Security Suite Offers Multi-Level Protection For Small OfficesNorton Internet Security 2006 from Cupertino, Cal.-based Symantec is a suite of bundled security software applications that provides a basic level of security for most ...
September 03, 2006
NAIFA CEO Woods To Retire Next YearDavid F. Woods, CEO of the National Association of Insurance and Financial Advisors, said he plans to step down next August after completing work on ...
September 03, 2006
What ACLI Is Tracking At NAICAmong the issues the American Council of Life Insurers says it will be monitoring when regulators meet shortly for the fall meeting of the National ...
September 01, 2006
Direct marketing lead generationDon't settle for prospects or making cold calls. Get people into your office who want what you can offer. Get leads. Many companies rely on lead generation for most, if not all, of their new business. When leads stop flowing, sales reps can go
September 01, 2006
Handle objections -- before they come upThe best way to overcome an objection is never to let it surface. How can you do that? Read on. If you're like I was as a young life insurance agent giving pension maximization presentations, you like to hear as few objections as possible. At that
September 01, 2006
Is a client advisory board right for you?If you wonder whether your clients think you're doing a good job, providing the right products and delivering good service, then ask them, face to face. A growing number of financial advisors are doing just that by creating client advisory boards.