Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
SEC Approves Easing Of FINRA Sales Lit Review Rules
By Staff WriterThe U.S. Securities and Exchange Commission has approved an effort by the Financial Industry Regulatory Authority Inc. to simplify reviews of some types of investment ...
February 06, 2008
NRP Expands NetworkNational Retirement Partners Inc. has signed 4 more pension advisory firms.NRP, San Juan Capistrano, Calif., manages a network of retirement plan advisors.New NRP network members ...
February 05, 2008
Distributor Sets Up Rep Support ProgramNational Planning Holdings Inc. says it will expand a program that helps affiliated registered representatives manage their practices.The program, AdvisorPath, will include access to a ...
February 05, 2008
Lockton Opens Arizona OfficeAn insurance brokerage firm is expanding in the Southwest.Lockton Companies L.L.C., Kansas City, Mo., has hired Todd Newton to set up a benefits office in ...
February 05, 2008
Kaiser To Use EHealth TechnologyA managed care company is licensing technology from a Web health insurance broker.Kaiser Permanente, Oakland, Calif., will be licensing use of a Web sales system ...
February 05, 2008
New Firm To Give Half Of Commissions To CharityJosh Jenkins-Robbins says he has started a life insurance agency in San Diego that will set itself apart by disclosing all commissions and by giving ...
February 04, 2008
Iowa Tests Annuity Disclosure DocumentsHawkeye State insurance regulators are working with insurers and insurance trade groups to find a better way to help consumers understand the fixed annuities and ...
February 04, 2008
Texas Regulators Nix "Free" FSA ServicesIn most cases, insurers and benefits sellers would be wise to charge separate fees for flexible spending account services and other administrative services.The Texas laws ...