Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
The 'overqualified' advisor: 2 more ways to prove you're the best candidate
By Maribeth KuzmeskiYou may have already read the first part of ways to prove that, while "overqualified" (or, rather, "highly qualified" as I like to call it) you are still the best candidate for the position.
January 21, 2011
Republicans: Defund PPACA, Cut DeficitRepublican lawmakers have included elimination of $900 million in funding for "Obamacare administrative costs" in a Spending Reduction Act bill draft.
January 21, 2011
SEC Accuses Costa Rican Firm of Settlement FraudThe U.S. Securities and Exchange Commission has charged an offshore financial company and the company's president with carrying out fraud involving life settlement bonds.
January 21, 2011
1099 Fix: 3 Democrats Think NeatThree Senate Democrats say they will support efforts to repeal the broad new Form 1099 tax reporting law - but only if they get a clean bill from the House.
January 21, 2011
SEC Recommends Uniform Fiduciary StandardThe U.S. Securities and Exchange Commission staff has recommended a "uniform fiduciary standard of conduct" for broker-dealers and investment advisors who are selling retail investment products.
January 21, 2011
The most important step in asking for referralsThe most effective referral technique is checking in with a client to see if they recognized the value of the work you've done for them. Here are two sample conversations:
January 21, 2011
Critical Illness Insurance Poised for a Takeoff?I always struggle when it comes time to story plan for our annual critical illness feature. The product is a logical one -- it offers ...
January 20, 2011
Ways and Means Schedules PPACA HearingRep. Dave Camp, R-Mich., the new chairman of the House Ways and Means Committee, is preparing to focus the panel's attention on the effects of the Affordable Care Act package on employers.