Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
NAIC Panel Greenlights Projects
By Jim ConnollyRegulators have received the go-ahead to develop one model regulation that will seek to curb unsuitable annuity sales and another model that will seek to ...
June 02, 2008
Ten bargain retirement spots1. Natchitoches, La. 2. Yuma, Ariz. 3. Yucca Valley, Calif. 4. Sandpoint, Idaho 5. Salida, Colo. 6. Boone, N.C. 7. Dahlonega, Ga. 8. Fredericksburg, Texas 9. Kennebunk, Maine 10. Melbourne Beach, Fla. Source: U.S. Money
June 01, 2008
Be a little nicer to yourselfI want to expand a little bit on last month's article on visualization. If you are like most people, you want to lead the perfect life and be really happy. When I talk to advisors, I ask them, "Are you really truly happy with your
June 01, 2008
The new kid in townIt's hard enough to build name recognition in an area where you've lived for years - imagine the challenge after moving 1,500 miles to a community where no one knows you. Katy Cushman, President of Cushman Insurance Solutions of Fayetteville, Ark.,
June 01, 2008
Building the interdependent businessThis is the last of a four-part series highlighting some special "players" in our industry. Thus far, I have focused on some obvious choices, namely the "independent" financial advisor, the independent marketing organization
June 01, 2008
Typical retirement scenario goneNo. That was the overwhelming answer given by financial advisors when asked if the concept of a "typical" retirement age is still relevant in the United States. "No" was also the simple answer of 86 percent of respondents to
June 01, 2008
The planner's perspectivePatrick Dougherty, CFP and owner of financial planning firm Dougherty Financial Services in Dallas, Texas, routinely discusses LTCI with his clients, but he doesn't sell LTCI. "I do the planning and asset management, and I bring in specialists for
June 01, 2008
Find and hone your unique talentThe following is based on one of Norm Trainor's clients, Paul. All of the names and telling details have been changed. Entrepreneurs are amazing people. They start with a vision of what their business can become and then make it a reality.