Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Nationwide Creates Retirement Readiness Indicator
By Staff WriterA financial services company is using a Web tool to get Americans to think about the future.Nationwide Financial Services Inc., Columbus, Ohio, has posted the ...
November 01, 2006
The PPA deliversPrior to PPA, there was no way for a person to transfer money held in an IRA to a charity without first recognizing the contribution in income. To correct this, PPA allows for qualified charitable distributions (QCDs) from IRAs (excluding SEPs and
November 01, 2006
What is your intention?Is it the power of attention alone that creates this unique phenomenon we know as charisma? Is it attention alone that allows for the true champion salesperson to emerge victorious? It is certainly one of the keys, but there is a second power: the
November 01, 2006
Aspire for greatnessIf you aspire to greatness, how do you know if you are on track? I had an advisor call me recently and ran into another one at a football game, and we discussed goals: where they want to go, what they want to do. They asked me some interesting
November 01, 2006
A star is re-bornLarry started his practice under the tutelage of a renowned branch manager, and in less than four years, this rising star was headlining industry conferences. When his manager retired, Larry decided he wanted to be independent. He engaged us to help
November 01, 2006
Lonely at the topWhether it's you or one of your most revered clients, the words "it's lonely at the top" should be at the top your awareness. Today, and, unfortunately, into the future, the enormous challenges and stresses that CEOs face not only beleaguer their
November 01, 2006
Let clients do the talkingThink television commercials. Essentially they're all about testimonials - people swearing the product being advertised will help consumers make their teeth whiter, make their clothes brighter or make their athletes foot go away. Why are more people
November 01, 2006
Broker-Dealer Network Updates SystemNational Planning Holdings Inc. is trying to simplify Web life for representatives who work with its broker-dealer affiliates.NPH, Santa Monica, Calif., a unit of Prudential ...