Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Medicare Drug Sign-ups Causing Concern Among Regulators
By Jim ConnollyState insurance regulators are concerned about implementation of prescription drug plans that are part of Medicare legislation.Enrollment in PDPs as a result of the Medicare ...
January 01, 2006
The Special Needs Trust: Overlooked And UnderutilizedLast year, much of the country joined the debate concerning Terri Schiavo and became better educated on planning issues involving special needs individuals. While the ...
January 01, 2006
Need More Credibility With The Affluent? Borrow It!Want to work exclusively with the affluent? You can do it--these principles will help.Ten years ago, after 15 years in financial services, most of that ...
December 31, 2005
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
December 13, 2005
Buck Veteran To Lead VSPVision Service Plan Inc. has hired Rob Lynch to succeed Roger Valine as president in mid-2006.[@@]Valine is retiring, according to VSP, Sacramento, Calif.Lynch has ...
December 01, 2005
Buying The FutureIf you were to suggest to colleagues or clients that the biotechnology sector presents a good opportunity for investment, they might very well respond with...
November 20, 2005
Are We Headed Back To 2001?When the Economic Growth and Tax Relief Reconciliation Act of 2001 passed, most estate planners (and probably most Republicans and a few Democrats) expected that before 2011