Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Silence Is Golden
By Kelley RobertsonThis negotiation technique may be just what youre missing to make that sale.
April 18, 2012
DTCC Releases March and 1Q Annuity Product ActivityInflows and net flows have increased in each of the first three months of 2012, breaking a declining trend in 2011, the Depository Trust & Clearing Corp. has announced.
April 17, 2012
Stop Promising to Split CommissionsA CPA views commissions much differently than you do. So offering to split commissions is not to your advantage.
April 17, 2012
Analysis of the Arguments — The Supreme Court Health Care Challenges (New York Times)Didn't get a chance to read or listen to transcripts from the three days of arguments? The New York Times condensed the extraordinary six hours of arguments down to just 50 minutes.
April 17, 2012
Industry Officials to House Ways and Means Committee: "Do No Harm"Industry officials cautioned members of the House Ways and Means Committee that the first step in reforming the tax code as it relates to individual retirement tax policy should be to do no harm.
April 17, 2012
Survey: Clients Who Get Holistic View Refer More Business, Fire Fewer AdvisorsThe survey finds that more than half of investors (54.2%) who receive a holistic view of their assets have referred their advisor.
April 17, 2012
GOP Kills Senate 'Buffett Rule'Senate Republicans derailed a Democratic "Buffett rule" bill Monday forcing the nation's top earners to pay at least 30% of their income in taxes, using the day before Americans' taxes are due to defy President Barack Obama on one of his signature election-year issues.