Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Choosing the infinite game
By Norm TrainorThe following is based on one of Norm Trainor's clients. All of the names and telling details have been changed to preserve client privacy. Initially, Ted's success as a financial advisor was based upon his charisma and status as a former
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 ...
March 28, 2007
Wolverine State Bans Discretionary ClausesThe Office of Financial and Insurance Services reports that Michigan is eliminating use of a common policy provision.The state banned use of "discretionary clauses," or ...