Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Women and retirement: a tougher road ahead
By Maria Wood, Nichole MorfordWomen earn less than men, they save less and they are more likely to take time off for caregiving and other family responsibilities. Guess what? All of these factors impact their financial stability.
September 25, 2012
4 Causes of Advisory Firm Breakups—and How to Prevent ThemOver the past 20 years, I have been involved in countless disputes and litigations adversely affecting the owners of small, closely held advisory firms.
September 25, 2012
Nothing Personal: Insurance for Protecting Your AssetsPersonal guarantee insurance (PGI) provides business owners the opportunity to protect a percentage of personal assets even if they are signing a personal guarantee for a business loan.
September 25, 2012
4 Ways for Advisors to Better Engage ClientsSeemingly innocuous assumptions about client satisfaction can be misleading for advisors. Focus instead on what really engages clients. Your referrals will thank you for it.
September 25, 2012
Obama administration warns hospitals on fraudKathleen Sebelius teams with Eric Holder to fight upcoding.
September 25, 2012
LIMRA: Most consumers prefer to pay a flat fee for servicesThe report reveals that 55 percent of consumers prefer to pay an advisor a flat fee to develop and implement a plan for retirement income. This compares to just 13 percent and 9 percent, respectively, of consumers who prefer to pay an annual fee and a commission.
September 25, 2012
5 reasons your prospects don’t trust youIs your prospect wary of you? Heres why.
September 24, 2012
MetLife refiles bank sale so that deal must please OCC, not FDICMetLife does not want to fall under the Federal Reserves BHC strictures and is doing its best to debank, but winning regulatory approval is a must for the sale to GE.