Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
The three "W"s of every new year
By Philip E. HarrimanAs we mark the beginning of another new year, we should use this time as one of reflection and change. As we review the past year and embrace a new one, there is no better time for advisors to encourage clients to re-examine their financial plans.
January 01, 2009
A bold new yearWe know the news about the economy and most of it isn't good. Everywhere you look, companies are tightening their belts, asking for bailout money and downsizing. But there's always that silver lining. As we step into the new year,
January 01, 2009
Take time for continuity planningThe solo practitioner needs to consider and reevaluate their firms' business continuity plan. FINRA rules control how these plans should be created and ultimately distributed to your customers. The purpose of the FINRA requirement, found in
January 01, 2009
Mastering lead generationIf getting a steady stream of new customers is vital to business growth, then reliable lead generation is the fuel that kick-starts the process. Consider that before you can add a name to the "new client" file, that person was a prospect
January 01, 2009
The secret of powerful presentationsBe a problem solver, not a product pusher The first step to successful presentations, whether it be at seminars to a group of prospects or a first appointment, is know who you are, what you offer and why you are more qualified to help that prospect
January 01, 2009
Family affairsYou have worked hard to build a solid roster of ideal clients, and perhaps you continue to do a good job of attracting new people that fit your ideal client profile. But are you neglecting the family? Not your immediate family, but the families of
December 30, 2008
Michael H. EbmeierMichael H. Ebmeier, CFP, CLU, ChFC, has been named senior vice president of marketing for Forethought Financial Group. He will be responsible for annuity sales and marketing support services across all the company's product lines. He will also lead
December 30, 2008
Robert CasaleRobert Casale has been appointed chief information officer of MassMutual Financial Group. He will be responsible for overseeing information technology, including MassMutual's Enterprise Technology Organization, which is accountable for