Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Are Credit Shelter Trusts Extinct?
By Joseph F. StenkenStarting in 2011, widows and widowers can add their unused estate tax exemption of the spouse who died most recently to their own.
June 06, 2011
Revisiting Non-Qualified Deferred Comp PlansMy feature article in this issue on advanced planning techniques for small businesses only fleetingly touches on a key tool for compensating corporate executives.
June 06, 2011
'Always be closing' and other lame sales adviceDuring my career of teaching salespeople how to improve their results and increase their sales I have come across some lame sales advice and even more pathetic sales expressions. Here are just a few examples.
June 06, 2011
Graduation DayAccording to a recent LIMRA study, the life insurance industry has focused most of its growth over the last decade on increasing productivity in an already trained, already employed sales force.
June 06, 2011
Escheat Probe Continues to WidenThe investigation by multiple states in the claims settlement practices of life insurers appears to be widening and deepening--with no end in sight.
June 06, 2011
Re-Imagining Your Tool Box for the Small Business ClientThough the U.S. economy is improving, observers say many small businesses are either unable or unwilling to set aside cash for permanent life insurance to fund non-qualified compensation plans for key executives.
June 05, 2011
Revisiting Non-Qualified Deferred Comp PlansMy feature article in this issue on advanced planning techniques for small businesses only fleetingly touches on a key tool for compensating corporate executives.
June 05, 2011
Back to basics, part 2: The best social media servicesSocial media services and social media tools are both time-saving, efficient and a great addition to an individual's social media strategy. But which ones should you use?