Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Deanna Mulligan
By Staff WriterDeanna Mulligan has joined Guardian Life Insurance Company of America as executive vice president. She will be responsible for individual life and individual disability products and markets, as well as oversight of Guardian's Berkshire Life
August 04, 2008
Improve your prospect pipelineKeep it clean. Develop a methodology for annotating key actions or tagging each lead as you work it. These annotations function as milestones that segment your prospects. This segmentation becomes key to observing and acting on leading indicato
August 04, 2008
Advocacy Group Slams Health Industry CampaignThe Campaign for America's Future, a Section 527 group that supports liberal causes, has produced a video that uses a health insurance industry campaign's 800 ...
August 04, 2008
Thorough and ValuableLast week was very busy. I presented a financial plan to one client, began to prepare a more complex plan for another, delivered a life...
August 01, 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
August 01, 2008
Taking the Olympic spirit to your practiceThis month China will host a historic Olympic Games in Beijing. When I think of the Olympics, three major themes come to mind: Excellence, Competition, and Unity. These same attributes the athletes bring to the Games are both contained and needed
August 01, 2008
How would customers rate your service?Rendering exceptional customer service is both a responsibility and a smart business decision. Unfortunately, far too many salespeople view customer service as an administrative burden that takes them away from making a sale. The truth is, providing
August 01, 2008
Institute adds board membersThe ING Institute for Retirement Research announced it has added eight board members from the academic field and the retirement industry to bolster its mission of examining the new retirement dynamics. The new board members are: Dr. David