Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Research: OFC System Could Cut Producer Costs
By Arthur D. PostalCreating a federal regulatory option could cut U.S. producer licensing costs $268 million to $377 million per year.Laureen Regan, an associate professor at Temple University, ...
September 09, 2007
Stochastic Modeling Part Of VA Reserving DebateA discussion among regulators of how a new guideline for reserving for variable annuities should be crafted included talk about how reliable stochastic scenarios are ...
September 09, 2007
MDRT's New Executive CommitteeGo page 7 in 2 cols at bottom of page with photo sent separately. File # L33MDRTcaption.MDRT's New Executive Committee. The Million Dollar Round ...
September 09, 2007
SEC Head Says Federal Action Needed To Protect SeniorsSome federal government action will be needed to help protect seniors from so-called experts offering investment advice, the head of the Securities and Exchange Commission ...
September 07, 2007
The Legacy Trust: Grandparents' Gift to GrandchildrenAlmost 20 years ago, one of my wealthy clients welcomed his first grandchild. My client's son, the father of the grandchild, was age 34. The grandfather, age 59, wanted to make regular gifts to the grandchild
September 07, 2007
Regulators To Release Free Lunch Report At SummitRegulatory agencies and the AARP are preparing to hold a Seniors Summit Sept. 10.The agencies helping to sponsor the event are the U.S. Securities and ...
September 07, 2007
LPL Agrees To Acquire Independent FinancialLinsco/Private Ledger Corp. has agreed to acquire Independent Financial Marketing Group Inc. from Sun Life Financial Inc.LPL, Boston, is an independent broker-dealer that sells insurance ...
September 06, 2007
FINRA Fines Firm Over Fee-Based AccountsThe Financial Institutions Regulatory Authority says a member firm should have been more careful to ensure that customers enrolled in a fee-based brokerage account program ...