Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Prospecting tips that work
By Daniel Williams"Every senior advisory practice needs to be in a constant state of forward motion," according to Senior Market Advisor contributing writer Joe Finora. Recently, Joe and I have been brainstorming article ideas that will help advisors
December 11, 2008
IRS Gives Nonqualified Plan Withholding AdviceThe Internal Revenue Service has released another batch of guidance aimed at taxpayers, employers and others interested in nonqualified deferred compensation plans.
December 11, 2008
The Eight Slices of An Ultra-Productive, Fully Balanced LifeWith 2009 almost here, you may be among the many making resolutions for the new year. In that spirit, let me share some ideas I have found useful in helping me develop and maintain an ultra-productive, fully balanced
December 10, 2008
FPA Develops Compliance GuidesThe Financial Planning Association has released checklists that can help financial planners comply with the new CFP Board Standards of Conduct.
December 10, 2008
Banks Amend NFP Credit AgreementNational Financial Partners Corp. says its lenders have agreed to change the maximum consolidated leverage ratio requirements.
December 10, 2008
Regulators Eye IIPRC UseConcerns about the expiration of a product standards rule may be holding down the number of products filed with the Interstate Insurance Product Regulation Compact.
December 10, 2008
NAIC Looks At DI Best PracticesAdvocates of a proposed disability claims best practices list are clashing with insurers over the need for the list.
December 10, 2008
Dinallo: Securities Lending Needs AttentionRegulators should take a look at securities lending programs, according to New York Insurance Superintendent Eric Dinallo.