Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Obama Floats Trial Balloons
By Allison BellOffice of Management and Budget officials have salted the latest edition of Analytical Perspectives with many ideas for increasing tax revenue and cutting tax expenditures.
May 12, 2009
Web Exclusive: Plan Thyself!Financial services companies are eager to sell succession planning services to clients' businesses. But contributor Peter Gordon wants to know: Who exactly is going to take over for the financial services industry's own aging rainmakers?
May 12, 2009
Liddy Speaks (A Little Early)American International Group Inc. is working quickly but methodically to establish separate identities for its best businesses and to shut down its financial products unit, according to AIG Chairman Edward Liddy.
May 12, 2009
Are your clients cutting you loose?73% -- Percentage of high-net-worth investors who say they are getting advice from a professional advisor, compared with 67 percent last year.
May 12, 2009
Use Succession Planning To Retain Entrepreneurial AdvisorsThe financial representative profession is at a crossroads. Arguably, it should be a time of strong growth for advisors, as millions of baby boomers move into a new life stage with new financial needs..
May 12, 2009
More Tax Details Surface (with Health Reform Reserve Fund description)The Obama administration has come out with more details about tax proposals that could affect many sectors of the financial services industry.
May 11, 2009
Editor's Blog: Judge For A DaySometimes, the rotten economy and the petty annoyances of everyday life may make you feel as if your work just doesn't matter. The entries submitted to LIFE's RealLIFE stories program show why your work does matter.
May 11, 2009
Obama Proposes Tax ChangesThe Obama administration has proposed changing estate, gift-tax, annuity and life insurance tax rules to raise some of the revenue needed to pay for expanding access to subsidized health coverage