Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Experience Shows That Training Pays
By Robert DearmanWhat impact does insurance training and education have on a company's sales? This question, long a key focus of the life insurance industry, has become even more important in the last several years as all businesses
September 18, 2005
CRM: The Hoax That Wouldn't Die?Few technology concepts have been hyped more and delivered less to the insurance industry than customer relationship management, also known as CRM.At the beginning of ...
September 18, 2005
NAIFA's 'Four Under Forty' Winners Touch On Keys To Early SuccessWhat benefits accrue to the advisor who has a well-formulated market niche? Why is charging a fee advantageous? When is the right time to hire ...
September 11, 2005
It's A WrapWhen producers think about how a trust can be funded, the first thought that comes to mind is usually life insurance. What many advisors don't realize, however, is that annuities also have a role to play. Indeed, annuities are frequently...
September 11, 2005
Understanding Today's High-Net-Worth Business OwnerBusiness ownership has been, and continues to be, the primary path to wealth in this country. The annual Phoenix Wealth Survey consistently finds that approximately ...
September 07, 2005
IBM Donates Code To ACORDInternational Business Machines Corp. has saved a key insurance standards group years of development time by giving it the code for more than 100 ...
August 18, 2005
Businesses Owned By High Net Worth Offer Planning OpportunitiesRecent years have seen a regular flow of consumer studies of the financial attitudes and behavior of the affluent and high-net-worth market, and studies ...
August 18, 2005
Eit Planning Ta Incentives Business Owners Should KnowA sound business plan is the foundation of success for virtually any small company. Most banks won't lend money to the owner of a ...