Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Beck To Offer FundQuest Services
By Staff WriterA securities broker affiliated with a life insurance agency will be offering affiliated financial advisors a new investment management support program.H. Beck Inc., Rockville, Md., ...
February 10, 2008
NAIC Advancing Work On Principles-Based ReservingWork on the fundamental underpinnings of a system of principles-based reserving continues so that state insurance regulators can actually begin to move the project toward ...
February 10, 2008
Companies Finding New Ways To Service Orphan PolicyholdersIn their unending quest for new sales and bigger commissions, life insurance professionals often lose sight of the very individuals who helped to sustain their ...
February 10, 2008
Preparing The Industry For The Retirement Of Its Senior Sales ForceThe baby boom generation's imminent retirement will catalyze many adjustments in our society and in our industry. Like many of the closely-held business clients they ...
February 09, 2008
Regulators Announce Joint Suitability ProjectNational financial regulators are uniting to collect descriptions of the strongest practices that financial services firms use when making sure that the products seniors buy ...
February 09, 2008
FSP Members Think About Designation AccreditationMembers of the Society of Financial Service Professionals seem to like the idea of professional credentials having credentials of their own.The FSP, Newtown Square, Pa., ...
February 08, 2008
Official Settles One Annuity Suit, Starts AnotherMinnesota Attorney General Lori Swanson has resolved one suit linked to equity-indexed annuities and filed a second EIA suit.A state court in Minneapolis has approved ...
February 08, 2008
Life Settlements and the SeniorSeniors are now able to add a new concept to their financial review as they move into the golden years. Life settlements have become a viable product for seniors who have life insurance policies that they think are