Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Turn Medicare Advantage Into Sales Advantage
By Lindsay R. ResnickSince the first Medicare HMOs were made available in the 1970s, private health plans have bounced in and out of the market. The last great ...
January 05, 2006
Benefits Firm Settles New York CaseThe head of a California benefits firm has agreed to pay $2 million in restitution to resolve an investigation started by New York regulators.Douglas Cox, ...
January 04, 2006
Web Broker Enters Life Settlement MarketQuotesmith.com Inc. is applying for the licenses it needs to help consumers sell their life insurance policies.Quotesmith.com, Darien, Ill., best known for its Web-based insurance ...
January 03, 2006
Carrier Chooses Sales SystemNational Life Insurance Company has agreed to use marketing tools developed by Impact Technologies Group Inc.National Life, Montpelier, Vt., will be using Impact's Retirement Road ...
January 02, 2006
Achieving Success With The Whole Client ModelWhat is the difference between "sales" and "marketing"? In the former, you're trying to convince a prospective client to buy what you have to offer.
January 01, 2006
Five ways to generate more leadsIn a world of prospects, it's difficult to know where to start when developing leads. New Jersey-based estate planning attorney Gary Garland says, "Keeping business flowing is the Holy Grail of the estate planner." So how do advisors and
January 01, 2006
Principle-Based Reserve Valuation Office DiscussedA reserve valuation office similar to the current securities valuation office of the National Association of Insurance Commissioners was one possible governance mechanism that was ...
January 01, 2006
Charitable Lead Trusts: The Overlooked Exit StrategyToday's life insurance planning environment provides sophisticated techniques to help clients create, retain and transfer their wealth. Many of these concepts initially offer great tax ...