Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Careful communication is key with senior clients
By Staff WriterYou are so right about disclosure checklists and communication ("10 steps to prepare prospects to say 'yes,'" May 2008). Senior clients need to be treated special and breaking down each aspect of the product or service is
June 01, 2008
Say it betterHello there. My name is Mike and, um, this, um, story is going to be about, um, how to improve your, um, speaking skills. Ouch. Not off to a real great start, am I? Fortunately, writers have the ability to clean up their words before they release
June 01, 2008
How Will the Industry Transform Itself?Here's a reality check for financial advisors. First, in 30 years there won't be anything called "financial services," let alone "financial advisors." Second, even though...
May 30, 2008
Ryan ClemencyRyan Clemency has joined Partners Advantage Insurance Services LLC as director of program management for a new program, Partners Advantage Elite Partner Program. He will also oversee several key advanced market programs at Partners Advantage,
May 30, 2008
Fredric BocceriFredric Bocceri, CLU, ChFC, AEP has been honored by Penn Mutual Life Insurance Company with the Financial Professional of the Year award for 2007. To be considered for the award, recipients must demonstrate exceptional dedication to their clients
May 30, 2008
Iowa Could Develop Fixed Annuity Illustration RulesHawkeye State regulators have issued temporary fixed annuity illustration guidelines and say permanent rules may be in the works.Iowa Insurance Commissioner Susan Voss has issued ...
May 30, 2008
Bohrer To Lead Show Me State DepartmentLinda Bohrer will be the acting director of the Missouri Department of Insurance, Financial Institutions and Professional Registration.Bohrer will fill in for Doug Ommen, who ...
May 29, 2008
NAIC Gets Earful Over Market DataA conference call about a National Association of Insurance Commissioners proposal to collect market conduct data through the annual statement process drew more than 100 ...