Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
The Four Fundamentals Of Practice Management
By Mike JorgensenEvery day, financial advisors must make critical decisions on behalf of their clients. These decisions always are well thought out and never taken lightly. However, ...
July 30, 2006
FPA President Questions Revisions To CFP Standards Of ConductThe head of an association serving the nation's 50,000 licensed certified financial planners is expressing concerns about proposed revisions to the CFP Board's Standards of ...
July 30, 2006
How To Get Your Broker-Dealer To Bend Over Backward For YouI run a broker-dealer, but I used to be a producer. Finding and acquiring great clients is often a difficult, cumbersome journey. That's why it ...
July 30, 2006
The 7 Deadly Sins Of WholesalingDistribution companies live and die by two things: their products and their sales talent. Our experience shows that all-star wholesalers--the ones racking up more than ...
July 30, 2006
Don't Underestimate The Value Of An Initial Prospect MeetingThe commoditization of financial services can be seen almost everywhere you look. Banks are offering brokerage services. Brokerage firms are launching banking platforms. Even Wal-Mart ...
July 28, 2006
House Approves Health Technology BillAmerica's Health Insurance Plans is asking Congress to take a hard look at a bill that is supposed to encourage doctors, hospitals and other providers ...
July 27, 2006
ACLI Executive Hopes For Progress In Trade TalksU.S. life insurers still have a chance to benefit from World Trade Organization negotiations, despite the recent suspension of the "Doha round.""The talks are not ...
July 27, 2006
Software Firm Releases Report GeneratorEldorado Computing Inc. has developed a tool customers can use to get information from benefits administration databases.Eldorado, Phoenix, which now does business as MphasiS Healthcare ...