Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
RI lawyer taken into custody in investment fraud case
By Michelle R. SmithA federal judge refuses to allow the defendant to withdraw his guilty plea in a case involving the sale of variable annuities.
May 22, 2013
Urban League chief calls for 'game-changing' financial literacy solutionsMorial says ads and educational outreach are crucial.
May 22, 2013
Are background checks becoming an IA registration requirement?Massachusetts is the latest in a small number of states that check advisor criminal records before issuing a license.
May 22, 2013
The CFP Board’s CE Proposal: What’s Driving This Flawed Idea?In the final post in a series, an exploration of what may be behind the CFP Boards proposal to offer continuing education. Is it looking to compete with other planning associations?
May 22, 2013
100 best sales & marketing ideas: 9 social media tipsIf you build a strong social media presence, will they come? Not unless you follow these best practices.
May 21, 2013
MetLife removes alien status from captiveMetLife is merging three U.S. life insurers and a captive reinsurer to create a larger, well capitalized U.S. life company.
May 21, 2013
A view from the ZenithMike Gorlick of Zenith Marketing Group is not daunted by the challenges the industry faces.