Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Washington Life Settlement Alert: A Sign of Things to Come?
By Christina Pellett, Christina PellettIs the life settlement market in trouble?According to National Underwriter, the Washington State Division of Securities has issued an alert stating that life settlement investments ...
September 01, 2010
Seniors and hoarding: A serious health issueA growing number of seniors are living with the disorder known as hoarding and the accompanying mental and physical health risks.
September 01, 2010
NAIFA Letter Protests SEC Fiduciary ProposalEliminating the broker-dealer exclusion from fiduciary requirements could result in a substantial increase in "frivolous litigation," NAIFA has told the SEC.
September 01, 2010
Five ideas for cultivating professional referral relationshipsDeveloping relationships with professionals considered to be centers of influence to cultivate referrals deserves to be addressed in any marketing plan.
September 01, 2010
Use referral events to meet new prospectsIt's no longer enough to settle for referred leads.
September 01, 2010
Planners Chime In on Fiduciary StandardThe Securities and Exchange Commission (SEC) should adopt a uniform standard for sale of investment products no less stringent than the fiduciary standard under the Investment Advisers Act, a coalition of financial planner groups says.
September 01, 2010
Direct mail mistakes to avoid (part 1)Tom was as frustrated as any $5,000 loser can be.
September 01, 2010
10 steps to creating a comprehensive marketing strategyChoosing a niche market will help you focus your resources to market your business efficiently and effectively.