Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
NAIC Panel Wants To Start Mortality Data Collector
By Jim ConnollyRegulators are continuing to talk about developing a system that would gather life insurance mortality data.Members of the "statistical agent" subgroup, an arm of the ...
October 23, 2007
Direct Mail Mistakes to AvoidNot knowing your audience. All writing should be to a specific targeted group. Then craft your writing style and content specifically to your readership. Mailing to the wrong list. The most common and fatal error in direct mail. Offering B
October 23, 2007
Internal medicine for financial advisorsWhat do you do when business is sluggish? The first impulse is to look outward for answers. You add a few more seminars or begin a new direct mail campaign. Or you decide that your entire marketing strategy needs to be overhauled. But it's just as
October 22, 2007
New Software Tracks ProvidersInitiate Systems Inc. has introduced a system that can help health insurers and other payers keep tabs on relationships with providers.Initiate Systems, Chicago, says its ...
October 21, 2007
NAIC Responds To Consumer AdvocatesState insurance regulators responded to concerns of consumer advocates about conflict of interest of commissioners who play a pivotal role in developing model laws for ...
October 21, 2007
What Should Advisors Do Now That PPA Is Here?The Pension Protection Act of 2006 contains good news for retirement plan sponsors and participants. What should advisors do as a result? Consider the following.EGTRRA ...
October 21, 2007
A Top-Of-The-Table Pro Shares Some Marketing TipsSuccess in the financial services industry today revolves around marketing just as much as it revolves around selling. We must be mindful of this and ...
October 21, 2007
How To Become A Registered Investment AdvisorAn increasing number of independent agents are evaluating whether to set up a registered investment adviser (RIA) firm or become an investment adviser representative (IAR) ...