Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
What are your goals this year?
By Joanne BlackIts not too late to set goals and plan your year ahead.
February 01, 2013
Wanted: Reader tech tipsAre you making good use of new technology? We want to hear about it.
February 01, 2013
How to earn a fortuneHelping your clients make life-changing financial decisions is easier than you might think.
February 01, 2013
Hancock hit with unclaimed property lawsuitThe suit could represent a new escalation of the unclaimed property practices of insurers.
February 01, 2013
7 mistakes to avoid on your 2012 tax returnConsider several frequently missed deductions, including excess Roth contributions and dividend reinvestments, to get the most of your tax return.
February 01, 2013
Fee- or commission-based: Does it matter to seniors?We spoke with senior clients recently to find out if their advisor is fee- or commission-based. Following are highlights from those conversations.
February 01, 2013
Study flags insurance companies among industry offendersThe cumulative number of financial services industry stumbles has reached 85, up almost 100 percent since 2007.
February 01, 2013
Money fund disclosures not just about need to knowThere's so much information about mutual funds available, from performance data to legal disclosures, that it's understandable to wonder what you really need to know.