Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Compact Commission Prepares For First Filings
By Jim ConnollyThe Interstate Insurance Product Regulation Commission says it is ready to receive product filings.Members of the IIPRC have voted here in San Francisco to adopt ...
June 03, 2007
Massachusetts Reins In Flood Of Senior Advisor DesignationsMassachusetts' Securities Division has adopted new rules restricting financial advisors from citing credentials suggesting they have special expertise in the financial needs of seniors.The rules, ...
June 02, 2007
Court Approves Blues SettlementA federal judge has approved a previously announced agreement that should help many different Blue Cross and Blue Shield plans resolve litigation with 900,000 doctors, ...
June 01, 2007
Send your clients packingI don't know about you, but if my advisor had a strategy that would allow me to go on vacation without the stress of how it will affect my retirement income, I'd sign up in a heartbeat, as would most anyone. Vacations have never been more popular
June 01, 2007
Matching wits with decision-making 'mismatchers'Have you ever been in a communication situation such as a sales call and felt you and the other person were like ships passing in the night? Have you ever felt frustrated when you were trying to decide something simple with a significant other and
June 01, 2007
Guess who's coming to dinner?A family dinner table can sometimes feel more like a corporate boardroom, with a pair of CEOs and their future CEOs all coming together around the Thanksgiving feast. When we invest ourselves in our clients and engage in their lives, there may even
June 01, 2007
Community involvement can demonstrate credibilityFor the past couple of columns, we've been discussing the five steps toward gaining trust, the first three of which are propriety, an intent statement and commonality. The next step is credibility. You've accomplished the first couple of stages and
June 01, 2007
Increasing your "know, like and trust" ratioWe have heard it again and again. People do business with those they "know, like and trust." That's true and we know it intuitively, but the question is: How much do we focus on getting people to know, like and trust us? The most important factor is