Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Estate planning is not succession planning
By Staff WriterEstate planning consists in part of deciding how property should be distributed at death. Succession planning focuses on decisions about the form of ownership and the organization and operation of the business, including the eventual transfer of the
February 01, 2008
Get your business on courseGolf, despite its overwhelming popularity, is one of life's rarities. It's one of the few pastimes that doesn't have to be done particularly well to be enjoyed. While the best players in the world compete on television every week and earn vast
February 01, 2008
Networking makes for profitable referralsI recently went through a mental exercise that exemplified the power of referrals and networking.
February 01, 2008
Practice what you preachThe following is based on one of Norm Trainor's clients, Ed. All of the names and telling details have been changed. As a former teacher, Ed takes great pride in teaching his clients the truths of successful investing. Yet, as his coach, I found
February 01, 2008
Seminars done rightFor many advisors, the meal-based seminar remains the very bread and butter of their practices. Careful planning, well-orchestrated content and diligent follow-up with prospects can turn the events into your most effective marketing
February 01, 2008
How to create an album of credibilityThe most powerful tool a salesperson can have is a third-party endorsement. Proof: verification. This is your book of evidence. In a trial, people are convicted or found not guilty based on the quality of evidence either against them or for them.
February 01, 2008
New Body Hopes To Run Designation ProgramThe National Institute of Pension Administrators and the American Society of Pension Professionals & Actuaries have joined to create the American Institute for Retirement Education.AIRE ...
February 01, 2008
Pacific Life Offers Policy Management On-LineA life insurer has set up an Internet-based service that producers can use to prepare sales presentations and monitor in-force policies.Pacific Life Insurance Company, Newport ...