Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Traditional relationship building is overrated
By Thomas FreeseTrying to 'buddy' your way into potential sales opportunities is likely to lead to failure more often than not.
October 12, 2016
DOL fiduciary rule forces Merrill to drop commission IRAsThe firm explains its strategy for using the BIC exemption after April 2017 when the DOL's fiduciary rule takes effect.
October 12, 2016
Insurance Industry News Roundup: Week of October 10, 2016News from AXA, Allstate, Nationwide, New York Life, USAA, the Guardian, Slice Labs and more round out this list of a dozen happenings in insurance and financial services.
October 12, 2016
Dealing with universal life premium increasesInsurance agents and financial advisors explain how to approach this challenge with clients.
October 12, 2016
How to manage 11 different life insurance beneficiary issuesSpecificity is essential to making sure that life insurance benefits are administered exactly as the policyholder intended.
October 12, 2016
The 7 deadly sins of financial seminar marketingFinancial professionals love to commit these seven seminar marketing mistakes sure to send attendees running for the doors.
October 11, 2016
Young LTCI clients: Should they buy now, or should they wait?Our LTCI Insider columnist returns with a new look at the high cost of waiting.
October 11, 2016
3 wellness solutions for reinventing the customer experienceTo improve the customer experience, life insurers should embrace wellness exams using point-of-care diagnostic tests that generate immediate results.