Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
New Rules Demand New Ways
By Pete LeoIn recent years, the tax framework for nonqualified executive benefit programs has become more complex and expensive to administer. In the split dollar world, there ...
August 08, 2007
Invest Aims Campaign At AdvisorsInvest Financial Corp. is offering financial advisors tools for uncovering more sales opportunities.The company's "Think Outside Your Box" campaign for independent advisors and the company's ...
August 05, 2007
Regulators Forge Language As PBR Framework UnfoldsIn line with a charge from commissioners at the National Association of Insurance Commissioners, regulators are working on language that will temper broad principles that ...
August 05, 2007
Healy, Longtime Association Exec, Tapped To Take Helm At NAIFAThe National Association of Insurance and Financial Advisors has selected a new CEO to lead the 117-year old organization as it endeavors to implement a ...
August 03, 2007
NCOIL Releases Latest Draft of Life Settlements ModelThe National Conference of Insurance Legislators has released a new Life Settlements Model Act draft.Members of NCOIL, Troy, N.Y., say they will wait to talk ...
August 02, 2007
Wisconsin Panel To Review Annuity Sales PracticesThe Wisconsin insurance commissioner's office is setting up an Annuity Sales Supervision Advisory Committee.The committee will start meeting by the end of the summer, and ...
August 01, 2007
The top 10 pieces of advice for advisorsIt's hard to believe it has been a year since my first That's Life column. I have truly enjoyed (and learned a lot from) writing the columns, and I sincerely hope you have found them valuable as well. Although it's hard to find time in our busy
August 01, 2007
Act with confidence and the clients will followAll decisions are confidence based. This is one of the great truths in understanding how people make decisions. One of the most effective ways to establish confidence with existing and potential clients is by demonstrating your expertise. Howard