Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
From A to W: Foundation Breaks Out Health Exchange Implementation
By Allison BellSome states have done a lot more than others to plan for the new system thats supposed to shake things up.
October 05, 2011
California Tightens Regs on Variable Products SalesCalifornia's spate of fresh insurance regulations continues unabated, with a new law aiming at barring life insurance agents from selling variable products in the state if they are no longer registered with federal authorities.
October 05, 2011
IRS Clarifies Life Settlement RulesA recent ruling by the IRS confirms its official position on certain key tax issues regarding life settlements, as per a request from officials in Luxembourg
October 05, 2011
The Confusing World of Contingent Annuities (AdvisorOne)Dont know what a contingent annuity is? Dont fret: You are not alone. Many states arent sure what the product is and, therefore, havent a clue how to classify and regulate it. The NAIC has stepped in the fray and formed a task force to study and prepare a report...
October 05, 2011
TARP Agents Join Probe of Imperial (WSJ)Imperial Holdings, a specialty firm that lends money to individuals to buy multimillion-dollar life insurance policies, is being probed by inspectors with…
October 05, 2011
ABIA Report: More Cross-Selling Yields More ReferralsThe ABIA report dissects the financial and operational performance of banks, independent agents and brokers, and high performers; and covers topics such as organic growth, new business production, acquired growth, earnings margins, expense ratios, staff investment and staff productivity.
October 04, 2011
Making the most mileage out of testimonialsTestimonials are a marketing weapon, even for securities-licensed advisors. Heres how to use them to maximum effect while still playing within the rules.