Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Taking A Team-Based Approach To Building A Successful Practice
By Warren S. HerschIf you oversee an insurance or financial planning firm that expects its advisors to be one-man shows, managing everything from prospecting to client care, then ...
March 29, 2008
Administration To Back Federal Charter OptionThe Treasury Department has drafted a broad financial services regulation reform proposal that calls for creating a federal insurance regulatory agency.The insurance regulation provision of ...
March 28, 2008
Personnel Changes: New World, Mutual Of America, OthersNew World Marketing Inc., a financial services executive search firm, has hired Arnold Dicke to be president of its actuarial, financial and specialty consulting practice.Dicke ...
March 27, 2008
Wisconsin Joins IIPRCThe Badger State has joined the Interstate Insurance Product Regulation Commission.Wisconsin Gov. James Doyle, a Democrat, has signed S.B. 294, a bill permitting Wisconsin insurance ...
March 27, 2008
FINRA Implements Rule Easing Sales Lit Review StandardsThe Financial Industry Regulatory Authority Inc. has changed some investment product sales literature approval requirements.FINRA, Washington, has issued a document, Regulatory Notice 08-12, which amends ...
March 26, 2008
Financial Group Crafts Insurance BillThe Financial Services Roundtable says it has drafted financial services regulation reform legislation.A draft of the proposal was not immediately available for review, but the ...
March 26, 2008
Buckeye State Regulators Get New HomeThe Ohio Department of Insurance is consolidating its offices in the former Lazarus building in downtown Columbus, Ohio.The department will be moving into 50 W. ...
March 26, 2008
NAILBA Revises Imaging StandardsThe National Association of Independent Life Brokerage Agencies is trying to help member firms, insurers and technology companies stay on the same page when they ...