Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
The PPA in plain English
By Jim PasztorThe Pension Protection Act of 2006 (PPA) is a step in the right direction, both by shoring up standards for defined benefit pension plans, and by making permanent (if there is such a concept in Congress) many of the changes found in the Economic
May 01, 2007
Being the best requires some self-examinationWith spring in full swing, now is a great time to give your practice a thorough check-up. This means evaluating where you and your practice are today and what you can do to improve the outlook for the future. An in-depth assessment, at least once a
May 01, 2007
Agency Acquires Executive Comp FirmMesirow Financial Holdings Inc. has bought The Giles Organization.Mesirow, Chicago, is an employee-owned financial services firm that sells life insurance, disability insurance, retirement plans and ...
May 01, 2007
AXA Updates Web Site Security MeasuresA large financial services product distributor is trying to beef up protections against online fraud.AXA Distributors L.L.C., New York, an arm of AXA S.A., Paris, ...
May 01, 2007
The Digital WireWhen Norm Boone installed Voice over Internet Protocol (VoIP) throughout his three financial advisory offices in 2005, the transition had some bumps. "The conversation was...
April 30, 2007
Lurking in the shadows... unethical clientsWhen we talk about ethics, we often train our spotlight on advisors. We assume unethical conduct usually starts inside them and spreads like the gathering gloom of a winter evening. But clients can trigger misconduct, as well. In their desire to
April 30, 2007
Write, read and share books to generate interestOne of life's most simple pleasures is curling up with a good book. From fiction to non-fiction, romance to thrillers - there is a book for everyone. Whether shopping at your local book store, going online at Amazon, or browsing USA Today's
April 30, 2007
Taking a direct approachLead generation. No two words strike more of a sickly feeling in the hearts of most senior advisors. That's because a great many of you don't know how to tackle the problem. Certainly, you'd like to drive new leads to your business and believe that