Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Win Some, Lose Some
By Mike PattonThis week I travel to North Carolina to speak at a national conference for Fiduciary 360, a company based in Pittsburgh that is dedicated to...
May 01, 2008
LTC coverage option added to UL policyThe reasons people buy life insurance policies are numerous and varied. Innovative life insurance carriers recognize that and work to make their policies fit the needs of a changing world. The U.S. division of Sun Life Financial has done that with
May 01, 2008
Sweat the excess ... for the sprint aheadLast month, I floated a contrarian idea: that when the economy begins to slow, it's time to crack open the champagne. Reason? After years of easy money, speculation, and excess, our economy is now resetting itself . . . and preparing (hopefully) for
May 01, 2008
Healthy person, healthy practiceThe following is based on one of Norm Trainor's clients, Greg. All of the names and telling details have been changed. When Greg walked into our first workshop, I was struck by how unhealthy he looked. At least 30 pounds overweight, he seemed tired
May 01, 2008
Building the perfect productThis is the third in a series highlighting some special "players" in the financial services industry. The focus this month is on product manufacturers, and more specifically, the insurance companies who design and manufacture insurance and annuity
May 01, 2008
Older voters favor ClintonOn the Democrat side of the political ledger, it appears the voter base is divided by age as much as anything else. Younger voters, especially those aged 18 to 29, are trending heavily toward Sen. Barack Obama, according to exit polls conducted
May 01, 2008
Overcoming the fear factor"Be fearful when others are greedy and greedy only when others are fearful."-Warren BuffettStatistics show that trying to time the market by getting in at the bottom and exiting at the top is nearly impossible. For example, during the dot-com
May 01, 2008
Look at your brand for answersDoes your "brand" set you apart from other advisors in the eyes of your clients and prospects? Top advisors often have a strong brand that can be described very simply - your brand is what people say about you. Your brand is not your logo, your tag