Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Undecided seniors talk about the presidential race
By Daniel WilliamsWe spoke with a group of undecided senior clients to find out what they think about the presidential candidates and what they plan to do on Election Day.
September 19, 2012
What ‘mass affluent’ investors want from advisorsThis growing demographic with between $100,000 and $1 million in liquid investable assets wants an advisor whos not just a product pusher.
September 19, 2012
PPACA tax penalty to hit nearly 6 million uninsuredAnalysts are now estimating that nearly 6 million Americans most of them in the middle class will have to pay a tax penalty for not getting health insurance once PPACA is fully in place.
September 19, 2012
Among “persuadable” voters, 56% foresee a tough choiceThe bottom line: Neither candidate has managed to break away in the drum-tight presidential race.
September 19, 2012
6 steps to a retirement planYour role as an advisor means finding out what is important to your clients and planning with that in mind.
September 19, 2012
Time for an interventionPeggy Noonan asks the question many of us are asking, and comes up with a pretty good answer.
September 19, 2012
How to succeed in the middle market by really tryingYoung producer Tyler Petersen explains why hard times nearly forced him to quit the industry, but he overcame the adversity by mixing a strong sense of purpose with discipline and commitment.