Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Getting seniors to call
By Derrick KinneyOne of the best ways to begin attracting more ideal senior clients is to become known as a financial expert who is "senior-friendly." While there is certainly no shortage of financial advisors for seniors to choose from today, I have discovered that
April 01, 2007
Integrity matters most"Don't compromise yourself. You are all you've got." - Janis Joplin Seniors don't want to deal with "any old salesman." They want to work with someone with integrity and experience, backed by a strong, reputable company that is highly rated in the
April 01, 2007
Understanding decision-making strategiesWhy is selling so easy? Well, think about it. The other person is meeting with you and when he buys, he is putting his trust in you because you are an expert about something that is important to him. If he knew (or was interested in knowing) as much
April 01, 2007
Help make your client's gifts countIt stands to reason, as an investment professional, that you are mindful of maximizing all of your clients' investments, even their charitable ones, right? I recently attended an event to learn more about these investment options and spoke about
April 01, 2007
The Power List: who's who in annuities 2007They innovate. They influence. They regulate. They pioneer. They educate. They produce. These are the top ten who's who in annuities.
April 01, 2007
How Would You Recover From a Disaster?Disaster recovery. With 9-11 and Hurricane Katrina now part of our national psyche, it's a term that makes most of us instantly uncomfortable. But, increasingly, disaster...
March 29, 2007
Virginia Implements Annuity Suitability RulesThe Old Dominion State will be updating its rules for replacement of life and annuity contracts and annuity suitability April 1.The Virginia State Corporation Commission ...
March 29, 2007
Consulting Firm Wins Contract RenewalThe Public Employee Retirement System of Idaho has agreed to use Affiliated Computer Services Inc. to help run its 401(k) retirement plans for at least ...