Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Fed Releases TILA Regulation Draft
By Allison BellThe Federal Reserve System is seeking comments on a proposed regulation that could have some effect on sellers of credit life insurance, credit disability insurance and other credit insurance products.
May 11, 2011
C F Effron: Banks Value High RatingsBanks offer insurance mainly to strengthen existing customer relationships, and they care deeply about the strength and reputation of the insurers they work with, a consulting firm says.
May 11, 2011
Lead generation trends: Using attraction marketingTo generate leads to build a solid customer base for your business, you don't have to blow your entire marketing budget. You just need to go where your clients are and offer them something of value.
May 11, 2011
Feds Might Set Tougher Rules for Bigger, Riskier Insurer Swaps OperationsFederal financial services regulators have proposed a rule that could give them the authority to set tougher minimum margin and capital requirements for transactions with large swaps operations, or speculative swaps operations, affiliated with insurers.
May 11, 2011
NAIFA president rejects CFA's fiduciary standard claimsNAIFA President Terry K. Headley is calling the Consumer Federation of America's claim that a fiduciary standard of care would better protect consumers "a myth."
May 11, 2011
Advisor tips for planning successful events, part 1Here are some important things to keep in mind when planning events.
May 11, 2011
What's your customer thinking?Ever wonder what's going through the head of a client or prospect when you meet?
May 11, 2011
Reg S-P Update: SEC Allows CFP Board to Disclose Applicants’ RecordsThe SEC's no-action letter will allow advisors and BDs to share customer complaint information with the CFP Board beyond the old two-year window.