Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Bringing the Orphan Client in from the Cold
By Jay MoyerWhen a colleague exits the business, taking over his or her client list can be a great opportunity, for you and the client.
January 19, 2012
Fixed Annuities Poised for Growth in 2012, but Challenges RemainNAFAs Kim OBrien gives a rundown of regulatory issues facing the fixed annuity industry in Washington, D.C. and at the state level.
January 18, 2012
Proposals: It’s Make or Break TimeHere are five ways bad proposals can ruin your chance at a sale.
January 18, 2012
Seniors Speak Out on Financial AdvisorsWhat do your clients really think about their advisors? We reached out to a handful of senior clients to hear them speak out on financial professionals.
January 18, 2012
Federal Officials Charge Seven in Insider Probe (Wall Street Journal)Federal prosecutors alleged that a "criminal club" in the hedge-fund world made tens of millions of dollars trafficking inside information, following up on a string of early morning arrests that involved employees of SAC Capital Advisors LP and other prominent financial firms.
January 18, 2012
Leverage Technology and Separate Yourself from the PackWant a shortcut to success? Plan around your clients' busy schedules.
January 18, 2012
Regs Rule: A Closer Look at the Fiduciary StandardExpanding the scope of the fiduciary standard to include insurance agents may be a "square-peg, round-hole" solution.
January 18, 2012
Cerulli Projects Market Share Gains for RIAs and IBDsRegistered investments advisors and independent broker-deals are projected to each enjoy a 1% gain in assets held by the distributions channel, a new report concludes.