Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Time Picking a Financial Adviser is Time Well Spent (USA Today)
By Staff WriterA third of all Americans say having enough money to support them throughout retirement is their No. 1 concern, a poll revealed last week. As Baby Boomers and Seniors alike try to repair their nest eggs, they have more need than ever for a financial adviosr.
December 05, 2011
Are You a 21st Century Salesperson?Four ways to keep current in your industry and impress clients and prospects.
December 05, 2011
'Enforcement Wave' Heading for Advisers: Ex-SEC Official (InvestmentNews)The SEC's move to step up enforcement actions against investment advisers is only the tip of the iceberg, according to one former SEC official.
December 05, 2011
DOL Faces Bi-Partisan Pushback Against Proposed Fiduciary StandardFifty-five House Republicans today joined 30 House Democrats in requesting that the Department of Labor significantly narrow its definition of "fiduciary" in a rule the agency is currently drafting that would impact the sale of retirement products.
December 05, 2011
Life Insurers Face Double Whammy in New YorkLife insurers have already paid out $50+ million on unclaimed property in New York following the DFS probe. But now comes the attorney general and comptroller. What will the price tag be this time?
December 05, 2011
Labor Wants to Tighten MEWA RulesProposed regulations would create a federal registration process and a federal cease-and-desist process for multiple employer plans.
December 05, 2011
Many New York Small Businesses May Crave an Exchange, Study SaysHealthPass New York survey shows small businesses, pessimistic about economy and prospects, would be eager to enroll employees in the exchange once they read a description of the proposed health insurance exchange mandated by PPACA.
December 04, 2011
Maximize Your Clients’ Social SecurityThree great Social Security tips for your married clients.