Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Woods Tells Convention: Without Change, 'No NAIFA'
By Warren S. HerschAddressing the annual convention of the National Association of Insurance and Financial Advisors here, CEO David Woods had a grim message for the nearly 2000 ...
September 01, 2006
Handle objections -- before they come upThe best way to overcome an objection is never to let it surface. How can you do that? Read on. If you're like I was as a young life insurance agent giving pension maximization presentations, you like to hear as few objections as possible. At that
September 01, 2006
Is a client advisory board right for you?If you wonder whether your clients think you're doing a good job, providing the right products and delivering good service, then ask them, face to face. A growing number of financial advisors are doing just that by creating client advisory boards.
September 01, 2006
GAO: HHS Should Commit To Standardizing Health ITThe U.S. Department of Health and Human Services must come up with more specific plans for simplifying the exchange of electronic health information throughout the ...
September 01, 2006
Turning PointHollywood scribes call them "plot points" -- pivotal events that change the course of the main character's life and, hence, drive the movie's story. A stroke...
August 31, 2006
Direct marketing lead generationDon't settle for prospects or making cold calls. Get people into your office who want what you can offer. Get leads. Many companies rely on lead generation for most, if not all, of their new business. When leads stop flowing, sales reps can go
August 31, 2006
NAILBA Unveils Pipeline AcceleratorThe National Association of Independent Life Brokerage Agencies has released the Communications Standard Coding system.The system is supposed to simplify and speed up communications between ...
August 31, 2006
NAIFA Meeting RoundupThe National Association of Insurance and Financial Advisors installed John Davidson as president Tuesday at its annual convention in San Francisco.Davidson, a holder of the ...