Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
FINRA close to filing fraud rule for 'vulnerable’ investors
By Melanie WaddellThe Financial Industry Regulatory Authority plans to file imminently with the SEC for approval its proposed Rule 4512 to help block elderly and vulnerable investors from financial exploitation.
October 20, 2016
Is your sales process cramping your style?When a defined sales process doesn't pay off immediately, even experienced salespeople tend to become discouraged.
October 19, 2016
3 surprises analysts found in private exchange sales dataLiazon has found that take-up rates are rising, and automated recommendations help.
October 19, 2016
Building a practice the 2016 way (one person at a time)Thinking in singularity versus plurality is a major key to having a successful business, writes Gail Goodman.
October 19, 2016
Helping retirement savers isn't like slaveryA Trump economic adviser compared the DOL fiduciary rule with the 1857 Dred Scott ruling, widely viewed as one of the worst Supreme Court rulings ever.
October 19, 2016
Worried about the U.S. presidential election? You’re not aloneThe November vote notwithstanding, CFOs and finance professionals are confident about the economic outlook, largely due to their faith in an anticipated Federal Reserve interest rate hike.
October 19, 2016
DOL rule: Ex-NAIFA chief readies practice for the new regimeWhere some advisors see stress and strife as a result of the demands of the DOL fiduciary rule, former NAIFA President Juli McNeely sees opportunity.
October 19, 2016
7 efficiency hacks for agentsIntegrate these hacks into your daily routine to save time and redirect your efforts to building your book of business.