Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
NAIC Examines FIA Sales Data
By Trevor ThomasA study for the National Association of Insurance Commissioners reports that of 50 annuity insurers surveyed, 12 have either left the annuity business or gone into rehabilitation since 2008.
June 23, 2009
The single prospecting approach that paysNo More Cold Calling Picture this: A financial advisor is cold calling with zero success. He decides to narrow his focus and attract only prospects in technology professions. He enthusiastically begins his research. On the Web site of one of his
June 23, 2009
Psychological Assessments Help Agents Grow BusinessIt's easy to get psychological data on "who you are, what motivates you, what separates you from others, and what potential derailers or blind spots you may have..."
June 22, 2009
CD Explains 401(k) MarketTransamerica Retirement Services has recorded an audio workshop aimed at financial professionals and others who are interested in selling small retirement plans.
June 22, 2009
Schwab Finds Advice HungerAbout 80% of financial and human resources executives are saying increased access to 401(k) plan investment planning advice is more important for employees now than it was a year ago.
June 22, 2009
Romer Skips Health DetailsChristina Romer, chairman of President Obama's Council of Economic Advisors, made an economic case for health finance reform at a recent House Budget Committee hearing.
June 22, 2009
Annuity Bill Gets CompanionA new Senate bill could provide a 50% tax exclusion on up to $40,000 in annual income from a non-qualified lifetime annuity.
June 22, 2009
Networking Group FormsThe Center for Due Diligence is starting a vehicle that women in the retirement plans industry can use for business and professional development.