Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
NFP Expands P-C Operations
By Staff WriterNational Financial Partners Corp. - a company that was once a voracious buyer of life insurance and wealth management firms - has acquired a property-casualty insurance brokerage firm.
July 06, 2011
Advisors: 5 ways to avoid marketing overkillHow do you know when you're marketing too much? It can be a fine line, but here are some principles to guide your marketing planning:
July 06, 2011
Oregon Enters IIPRCOregon has become the 41st member of the Interstate Insurance Product Regulation Commission.
July 06, 2011
IRS Cuts Rating Agencies from Internal Revenue Code RegsThe Internal Revenue Service is starting the formal process of removing direct references to credit rating agencies from the regulations implementing the Internal Revenue Code.
July 06, 2011
The moment of truthWhen was the last time you asked for the order and your prospect told you they wanted to take it home and sleep on it? Unless you're selling mattresses, that's not the kind of response you were hoping to hear.
July 06, 2011
FINRA Eyes Social MediaThe Financial Industry Regulatory Authority is preparing to weigh in on financial services industry use of social media.
July 05, 2011
3 more lead generation mistakes to avoidLast week I presented some lead generation mistakes to avoid, including banking on the "one-contact close," mistaking email for a CRM system and not purchasing qualified leads. Here are three more.
July 05, 2011
EBSA Sides with FiduciariesThe Employee Benefits Security Administration has posted two documents that could help some individuals and companies serving as retirement plan fiduciaries.