Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
NAHU 2011: Cadillac Plan Tax May Trip Up Carriers
By Allison BellThe new Cadillac plan excise tax could force health insurers to keep close watch on insureds' overall benefits packages.
July 05, 2011
Unclaimed Property: New York Requires Use of Death Master FileNew York state insurance regulators are ordering life insurers to use the Social Security Death Master File to locate insureds who may have died and report on the effectiveness of the search.
July 05, 2011
Forget Wall Street, try your own street"More than 99% of American businesses, 6.6 million privately held companies, are found on Main Street, not Wall Street.
July 05, 2011
Out of local prospects? Think globallyNot that long ago, mini-meds, consumer-driven health plans and HSAs were new and exciting. Many agents jumped on these innovative products and subsequently prospered.
July 05, 2011
Let prospects know referrals are expectedI feel the key to success in this business is putting yourself in front of people with money.
July 05, 2011
IRS Changes Annuity Partial Exchange RulesThe Internal Revenue Service has changed the rules governing partial exchanges of annuity contracts.
July 05, 2011
Supporting a charitable organization, part 2Last week we started talking about how to decide on a charitable organization to support. One way to find out is by talking with your staff about ideas they are interested in. Here are the next steps.
July 05, 2011
Office meetings: 3 ways to get stuff doneMeetings don't have to be painful. There are three sure-fire ways to distinguish the meetings you run.