Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Nearly 3 in 10 Mass Affluent Investors Use a Tablet Device to Correspond with Advisors
By Warren S. HerschThe report also reveals that 33% of mass affluent investors use a smartphone, such as an iPhone or Android-based phone, to correspond with their financial advisor or provider.
July 20, 2012
Facebook Ads vs. Google Adwords: Who Wins?It is widely acknowledged that Google Adwords has a higher average click-through rate (CTR) than Facebook. The question is, how much higher?
July 20, 2012
Senate Dems Play Hardball with Tax BattleSenate Democrats have signaled that they will hold hostage an extension of the current, relatively generous, estate tax provisions to higher taxes on the wealthy.
July 20, 2012
Getting to Principles-Based Reserving Will Not Be EasyIs the project still on track with these concerns and is there enough time to resolve them? Differences still need to be ironed out before Atlanta, or in Atlanta.
July 20, 2012
Your business has heroes, but what it needs are champions. Which one are you? (Fast Company)In the movies, heroes save the day. In the business world, heroes close business deals, but champions teach others to close business like superheroes.
July 20, 2012
An Unhappy Customer Can Really Hurt Your BrandTips to help you avoid angering a customer and smooth things over if you do.
July 19, 2012
IRS Guidance on $2,500 Health FSA Cap Update for 2013; IRS & Legislation May Change Use It Or Lose It RuleIRS Notice 2012-40 deals with the $2500 cap imposed by health care reform under 125(i) of the Internal Revenue Code on employee salary deferrals to a health FSA in 2013 and thereafter.
July 19, 2012
Preparing Clients for the Reality of PPACA’s Investment Income TaxWhen the Supreme Court upheld most of PPACA, it confirmed that the PPACA provisions proposing an additional 3.8 percent tax on investment income will shortly become effective.