Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
The finalists
By Daniel WilliamsRosemary Caligiuri, Harvest Group Financial; Mark Fields, EstateMark Financial, Inc.; Chris Hobart, Hobart Financial Group; David Hollander, Liberty Group, LLC; and Stefanos Loisou, Financial Workshops. What makes advisors successful? Is there a
August 01, 2008
Dallas Broker Buys Benefits FirmApex Global Partners Inc. has acquired Benefit Partners Inc.Apex and Benefit Partners both are benefits brokers and consultants based in Dallas.The Benefit Partners subsidiaries included ...
August 01, 2008
Keep Your FocusIf you're looking to articulate your message to attract the best kind of clients, consultant Susan Hirshman suggests you start with your current clients. You...
August 01, 2008
Room to ImproveEvery financial advisor comes to the business with a different mix of personal strengths and weaknesses. Top producers aren't necessarily worthier than those who are...
August 01, 2008
Hot ProspectsAuthor's Note: August 12 is a big day for me. Scribner will publish my new book, Hot Prospects: The Proven Prospecting System to Ramp Up...
July 31, 2008
Business succession help availableFewer than 10 percent of closely held businesses, usually small companies, pass on to a third generation and only 30 percent even pass on to a second generation, according to Sun Life Financial. When one considers that 90 percent of U.S. businesses
July 31, 2008
Phoenix Asset Manager Gets New NamePhoenix Investment Partners will become Virtus Investment Partners Inc. when it separates from Phoenix Companies Inc.Phoenix, Hartford, wants to give Phoenix Investment Partners to shareholders ...
July 31, 2008
Video Explains FINRA Rule 2821Integrity Life Insurance Company has developed a 10-minute Web presentation on new variable annuity supervision, suitability and training rules.Integrity, Cincinnati, a unit of Western & ...