Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
IRS: Recession Halved 2009 Net Capital Gains
By Allison BellThe wealthy got much poorer in 2009, according to preliminary Internal Revenue Service individual income tax statistics.
April 11, 2011
Be a CP -- consistent prospectorThe selling technique that works for me is CP -- consistent prospector. I prospect with everyone I meet.
April 11, 2011
Fidelity: The Bell Also Tolls for AdvisorsFinancial professionals are aging along with their customers, according to Fidelity Investments.
April 11, 2011
IAIS Pushes Ahead with G-SIFI ProjectThe International Association of Insurance Supervisors might have a draft of methodology and criteria for identifying insurers that are "Globally Systemically Important Financial Institutions" ready by August.
April 11, 2011
5 lame sales questions advisors need to avoidDuring a workshop with a client, we were discussing the importance of asking the right questions. One person spoke up and said, "I like to ask, 'What do you know about us?'" An uncontrollable groan escaped when I heard this.
April 10, 2011
4 keys to seminar success for advisorsSeminars provide an excellent opportunity to reach many prospects at once. The key is to create a seminar program that is focused on the preferences of the target market and matches your personal style. Here are some pointers:
April 09, 2011
The top 3 social media compliance products for advisorsCompliance can be a nightmare, especially when it comes to social media. But you can relax a bit with these top three social media compliance products we've found that will help your business succeed. Here's the breakdown:
April 08, 2011
HHS Unveils Initiatives to Close Healthcare Gap for MinoritiesThe Department of Health and Human Services is launching initiatives aimed to reduce the disparity in healthcare provided minorities.