Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
SEC To Examine Gap Between IA And B-D Rules
By Matt BradyThe 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
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.
August 01, 2006
Senior Market Advisor expo speakersJesse Slome, director of the American Association for Long-Term Care Insurance Chairperson: LTCI panel discussion, Master the difficult sale, Thursday, Sept. 28 Senior Market Advisor: What can our Expo attendees expect to gain from your panel
August 01, 2006
Upscale marketingThe cr?me de la cr?me, the cream of the crop, the Holy Grail, the cat's whiskers: high-net-worth seniors. Whatever term you place on them, high-net-worth seniors are the clientele many advisors hope to attain but aren't sure if they can. Reaching
August 01, 2006
ACLI On Japan Post: Window Good, View HazyThe American Council of Life Insurers is continuing to raise questions about the process Japan is using to privatize its mammoth postal life insurance system.Japan ...
August 01, 2006
Is All Planning Local?On a recent vacation, I found that the investment advisory profession traveled along, though not always in the most obvious way. In a pub one...
August 01, 2006
If I Were an Advisor . . .Richard Weylman is an entrepreneur and consultant (www.richardweylman.com) who specializes in marketing and selling to the affluent. In a general session at the Pershing Insite...
July 30, 2006
Principle-Based Reserving Work Continues ApacePrinciple-based reserving continues to draw the attention of regulators as they gear up for another round of discussions early next month.The issue will turn up ...