Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Some Practical Things That Advisors Should Know About COBRA
By Douglas I. FriedmanWhen clients lose their medical coverage because an employer has financial problems, the clients often ask their insurance advisors for assistance.
May 04, 2009
Obama Hits Tax HavensA new effort to discourage companies from setting up headquarters offshore to avoid U.S. income taxes could affect some insurers more than others.
May 04, 2009
Bring Back The I-WordIt's really a shame that so many insurance companies knocked themselves out in the 1990s by reinventing themselves as "financial services companies."
May 04, 2009
FINRA Proposal Is Unfair: NAIFAFederal regulators should not force securities sales representatives to report arbitration or court cases that make indirect references to the reps.
May 04, 2009
More Companies Are Signing Up AdvisorsInsurance companies and marketing organizations typically reduce their sales ranks until a recession subsides. But in recent months, some are going the other direction. They've started ramping up the sales force, not the other way around.
May 04, 2009
Generating Tax-Free Guaranteed Lifetime Income In RetirementManaging money for high net worth clients is challenging in volatile markets. The economy is still the great unknown. Financial professionals need to develop solutions based on what we currently know and can manage.
May 04, 2009
Timing Is Right For Leveraged Wealth TransfersAdvanced planning continues to function in a tax and economic environment that places a premium on wealth transfer strategies that leverage the federal gift tax exemption...
May 04, 2009
IRS Posts Life Settlement RulingsThe Internal Revenue Service has come out with two batches of advice discussing how buyers and sellers of in-force life policies should treat the transactions.