Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Congress to ask FIO's McRaith to defend international work
By Elizabeth D. Festa, Arthur D. PostalAlso testifying are FSOC insurance expert Roy Woodall and NAIC CEO Ben Nelson.
June 11, 2013
5 tips for a successful referral requestA targeted referral strategy requires a thoughtful approach.
June 10, 2013
E-cigarettes fire up investors, regulatorsE-cigarettes come with their own share of health concerns.
June 10, 2013
Schwab’s Clark to SEC: Don’t link fiduciary and harmonizationBernie Clark of Schwab Advisor Services says Schwabs mission is to ensure that a fiduciary rule is not coupled with harmonization of broker and advisor rules.
June 10, 2013
Strenuus hopes to turn data to dollarsStrenuus appears to be one of the few companies for which the Patient Protection and Affordable Care Act is a clear-cut opportunity.
June 10, 2013
Millionaires’ biggest financial regretIn a survey of millionaires' top money regrets, the one that overwhelmingly prevails leaves a huge opening for advisors.
June 10, 2013
PPACA raises the stakes for HSAsPre-tax contributions, coupled with tax-free earnings and withdrawals, make HSAs a powerful tool for covering the rising costs of health coverage.
June 10, 2013
Advisors must adjust to a post-trust eraClients live in a "post-trust" era, the result of promises made, but not kept, by government institutions and businesses.