Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Erik Feldman
By Staff WriterNational Planning Holdings Inc. appointed Erik Feldman vice president of practice management. He is responsible for developing adviser support programs to help NPH-affiliated representatives increase productivity and enhance client relationships.
April 11, 2008
Standards bodies promote global principlesThe certified Financial Planner Board of Standards has entered into a membership agreement with the Financial Planning Standards Board Ltd., the international organization that owns the CFP marks outside the United States. As part of that
April 11, 2008
Susan HaningSusan Haning has joined The National Association of Independent Life Brokerage Agencies as director of business development. Haning comes to NAILBA from AVW-TELAV Audio Visual, where she was national sales manager.
April 11, 2008
Stephanie BakerStephanie Baker, has been appointed assistant vice president of new business of The Baltimore Life Companies. She will be responsible for all functions and training of Baltimore Life's New Business unit, including the implementation of Six Sigma
April 11, 2008
The aging workforce58%: Percent of employers who report their workplaces have done a limited analysis or none at all of the changing age demographics of their workforces. 59%: Percent of employers who indicated that managing workforce talent is a very important bus
April 11, 2008
Connect with clients through financial life planningThe last taboo isn't sex - it's money. Although we may think that our clients speak openly with us about money, the subject often has deeper, more emotional ties that make it difficult to share. A financial life planning approach can be valuable in
April 11, 2008
Have you ever felt like an advisor was not really working in your best interest?William A., 63Englewood, Colo."I absolutely love my advisor, so - no. I've been with him for 20 years, and he even comes to our barbecues and birthday parties, so I consider him a friend. In all that time, he's never done anything unscrupulous or
April 11, 2008
Bullet proof your businessQuick sales are not the preferred outcome today with increasing post-investment-stress litigation. The preferred outcome - sales that continue to satisfy clients while building loyalty.We are all participants in the great financial game called Life.