Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Scottish Re To Get $600 Million Capital Boost
By Jim ConnollyScottish Re Group Ltd. cleared a major hurdle in its effort to survive with the promise of a $600 million cash infusion from Mass Mutual ...
December 01, 2006
Three no-fail ways to boost referrals for your businessAnd of course, one of the best ways to build your client base is through referrals. But if you're like many financial advisors, you're not quite sure how to persuade current clients to regularly offer them up. The good news is that if you provide
December 01, 2006
Are you prepared for what's next?As I take my leave of the managing editor position at SMA, something I can offer to advisors is a view from the outside from someone who's been privy to the inside. This is an industry with the potential for advisors to do great things. Giving
December 01, 2006
The biggest risk to the planThere is good news and bad news on the retirement planning horizon. On the positive front, people are beginning to think about retirement planning at earlier stages of their careers. According to a recent study, U.S. workers are now first
December 01, 2006
Integrating marketing, sales and serviceThe following is based on one of The Covenant Group's clients. All of the names and telling details have been changed to preserve client privacy. When I first met Corey, he had all the tools to be a great financial advisor. All he needed was a
December 01, 2006
TV exposure can make you a starOne very distinctive way to have people get to know the person behind the profession is to be featured on television. And the ever-popular morning news segments could be just the venue. Gannett is one broadcasting group, and as Mark McIntosh,
December 01, 2006
PerseveranceDuane Johnson sold $4 million in annuities in the past year. If that doesn't sound like a huge amount, keep this in mind. Johnson spends three hours every Monday, Wednesday and Friday afternoon hooked up to a dialysis machine while he awaits his
December 01, 2006
Low profile, high upsideSome advisors crave the spotlight that comes with having a stable of wealthy, powerful and famous A-list clients. Others such as certified financial planner Nancy L. Jones are content to toil in relative anonymity, serving everyday folks of more