Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Industry trade associations merge
By Staff WriterTwo of the better-known trade associations in the insurance and financial services industry approved a merger that went into effect Jan. 1. LIMRA International and LOMA members voted to unite the organizations, and they did so with a unanimous
April 11, 2008
Negotiation techniquesPrepare, prepare, prepare. Pay attention to timing. Leave behind your ego. Ramp up your listening skills. If you don't ask, you don't get. Anticipate compromise. Offer and expect commitment. Don't absorb their problems. Stick to your princ
April 11, 2008
Erik FeldmanNational Planning Holdings Inc. appointed Erik Feldman vice president of practice management. He is responsible for developing adviser support programs to help NPH-affiliated representatives increase productivity and enhance client relationships.
April 11, 2008
Albert S. HomiakThe Baltimore Life Companies appointed Albert S. Homiak, vice president of enterprise risk management. He joined the company in 1972 as an agent, and has held responsibility for the enterprise risk management program since 2005.
April 11, 2008
Carroll WalkerThe American College awarded Carroll Walker, CLU the 2008 Samuel H. Weese Award. The award recognizes leadership in service to The College's advancement efforts. Since entering the financial services industry in 1948, Walker's client base has grown
April 11, 2008
Standards bodies promote global principlesThe certified Financial Planner Board of Standards has entered into a membership agreement with the Financial Planning Standards Board Ltd., the international organization that owns the CFP marks outside the United States. As part of that
April 11, 2008
Susan HaningSusan Haning has joined The National Association of Independent Life Brokerage Agencies as director of business development. Haning comes to NAILBA from AVW-TELAV Audio Visual, where she was national sales manager.
April 11, 2008
Stephanie BakerStephanie Baker, has been appointed assistant vice president of new business of The Baltimore Life Companies. She will be responsible for all functions and training of Baltimore Life's New Business unit, including the implementation of Six Sigma