Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Producer Finance Company Gets Capital
By Staff WriterA company that lends money to insurance agencies has raised about $250 million from investors.Oak Street Funding L.L.C., Carmel, Ind., obtained the capital through loans ...
August 06, 2006
Security Suite Offers Multi-Level Protection For Small OfficesNorton Internet Security 2006 from Cupertino, Calif.-based Symantec is a suite of bundled security software applications that provides a basic level of security for most ...
August 06, 2006
New Security Products Help Bolster Defenses, Ensure ComplianceA hacker attacking a computer enterprise can compromise the system, steal everything of value and completely erase his or her tracks within 20 minutes, according ...
August 04, 2006
Blues To Establish Mammoth Claims DatabaseA group of 20 Blue Cross and Blue Shield plans is trying to increase insurers', employers' and consumers' of the health care system by establishing ...
August 02, 2006
SEC To Examine Gap Between IA And B-D RulesThe U.S. Securities and Exchange Commission will be hiring researchers to study how the different regulatory structures for investment advisors and broker-dealers affect investors.The SEC ...
August 01, 2006
FPA Honors Texas PlannerThe Financial Planning Association is giving the 2006 P. Kemp Fain Jr. Award to Bill Carter.The FPA, Denver, gives the award to an individual member ...
August 01, 2006
Departing columnist's collected wisdomLast month marked Douglas Peete's final original column for Senior Market Advisor. SMA wants to thank Peete for his contributions to the magazine over the past year. His life insurance strategies have helped advisors and their clients save on taxes,
August 01, 2006
Sell and sell againIt's every advisor's dream: a client who walks into an appointment with glaring voids in his portfolio and a willingness to let the advisor do whatever he deems necessary to fill those voids. Unfortunately dream clients don't come along that often.