Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Retirement Planning Maxims Need Rethinking
By Kevin O'feeThe Tax Increase Prevention and Reconciliation Act of 2005 (TIPRA) makes Roth IRA conversions available to all taxpayers, regardless of income
August 01, 2009
A simple product to revolutionize your practiceI have written many times about the challenges seniors and their families will be confronted with in the future.
August 01, 2009
Your sales at the crossroadsYou preach diversification to your clients, but are you practicing what you preach with your own business? As the recent financial market firestorm made clear, the more versatile an advisor is from a product standpoint...
August 01, 2009
Advisors are getting scammed, where's "Dateline" now?"Scammers try to take advantage of senior citizens."
August 01, 2009
Preventing complaints from hell (part 2)Your ultimate nightmare: Despite your best efforts to sell the right product, your client is now unhappy about how things turned out.
August 01, 2009
What kind of marketing do you best respond to?I'm probably not the best person to answer this question.
August 01, 2009
Can I pick your brain?If you're a respected member of a business or social network, you've inevitably been posed the question, "Can I pick your brain?"
August 01, 2009
When purchasing an investment or retirement product, do you prefer learning how the product works or learning how it solves your problems?I'm a retired engineer and the way my brain works, I want to know how something works. Obviously, I want a product that fits my needs, but I have to know the nuts and bolts of it to know if it's something I want to buy.