Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Tax Season’s Approaching. Stay Educated!
By Matt GolabIf your client has a non-deductible IRA, he or she could be taxed twice at distribution if records are not kept properly.
January 25, 2012
7 Lies Salespeople Tell ThemselvesThese little untruths limit your ability to increase your sales and achieve your full potential.
January 24, 2012
Is This Simple But Costly Mistake Lurking in Your Clients’ IRAs?Make sure your clients check and recheck their beneficiary designations.
January 23, 2012
Free Yourself To Do More By DelegatingDelegate or automate your routine tasks and youll attract new ideas and opportunities.
January 23, 2012
Health Reform Law has Small Insurers on Edge (Chicago Tribune)Small insurers could stand to lose the most as HHS cracks down on rate hikes.
January 23, 2012
Obama’s 2011 State of the Union Address: An Accounting (Washington Post)Glenn Kessler trains his eye on the president in his latest Fact Checker column.
January 23, 2012
A 3-Step Program for Recovering Over-Serving AdvisorsAre you working too hard for your clients? How you can can begin to gain some balance.
January 22, 2012
Do You Speak Your Prospect’s Language?These days, product knowledge is not enough. Make sure you know how to communicate in a way your prospects will understand.