Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
FPA Seeks Director Nominees
By Staff WriterThe Financial Planning Association is recruiting candidates for its board.The FPA, Denver, says the FPA's 2007 board of directors will elect the 2008 board from ...
March 05, 2007
Sunshine State Regulators Find Travel Underwriting CasesMany life insurers appear to have been asking Florida applicants questions about travel plans, officials say.Florida lawmakers have passed a law prohibiting insurers from basing ...
March 04, 2007
ACLI Urges Action Against New Japan Postal Life ProductsThe American Council of Life Insurers is hoping U.S. officials will work with top Japanese officials to rein in the Japanese postal life insurance system.The ...
March 02, 2007
Prairie State Allows Form Marketing On FilingThe Illinois Division of Insurance says life insurer and annuity manufacturers now can use most properly certified policy forms as soon as the division notifies ...
March 02, 2007
Mount Rushmore State Requires Form Filers To SERFFThe South Dakota Division of Insurance is telling insurers to stop sending rate and form filings in on paper.Insurers that continue to use paper submissions ...
March 01, 2007
Ask the right questions, offer the right policyFor many of today's life insurance experts, we entered the business when there were basically two common options for life insurance: term and whole life. Term was analogous to renting new office space while whole was equivalent to buying the
March 01, 2007
The four obstacles to making a saleYou know, there are only four obstacles between making a sale and turning somebody into a happy, satisfied client, and that person is going someplace else. It is very simple. These are the obstacles:1. They feel no need.2. They have no trust.3. They
March 01, 2007
Increasing your referrals without ever askingDid you develop your script, role-play, ask yourself if you're referable, etc.? Of course, this exercise is extremely valuable for acquiring referrals. The reality is, however, that most financial advisors - and most professionals in general - don't