Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
The secret to advanced Twitter search
By Amy McIlwainTwitter search is a powerful and complex tool that can help you find the best people to connect with in your local area.
October 26, 2010
Dodd-Frank: SEC Drafts Swaps ProposalThe U.S. Securities and Exchange Commission has posted a proposed rule that could shape swaps governance systems.
October 26, 2010
FinCen Reorganizes Secrecy Act RegulationsThe Financial Crimes Enforcement Network is giving the Bank Secrecy Act rules that apply to insurers a part of their own in the Code of Federal Regulations.
October 26, 2010
AHIP: There is Still Hope for Health ReformAmerica's Health Insurance Plans President Karen Ignagni today started a speech about health reform by repeating Winston Churchill's observation that, "You can always trust the Americans to do the right thing -- once they have tried everything else."
October 26, 2010
Buy-Sell Agreements: Taking Care of the Eight D'sMost all closely held businesses, especially multi-owner corporations and partnerships need to have a buy-sell agreement to facilitate a smooth transition of ownership upon the occurrence of several events, namely the "Eight D's."
October 26, 2010
Why Not Do a Roth Conversion?New tax laws for 2010 removed the income cap for IRA-to-Roth IRA conversions, presenting financial advisors and their clients with an interesting opportunity for investing in Roth IRAs.
October 26, 2010
Sales key: Understand what's really importantEarly in my career, I found it easy to blame others for why people would meet with me but didn't become clients. But the reason they didn't become a client was me.
October 26, 2010
3 habits for highly effective presentationsOne common thread I see among top advisors is they deliver effective and powerful presentations. By doing so, they communicate on an intimate level with their clients and prospects.