Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
The ultra-affluent market: Expanding by leaps and bounds
By Warren S. HerschThere are market opportunities aplenty to serve clients beyond the DOLs reach. Not least among them: wealth transfer planning for ultra-high net worth individuals.
September 13, 2016
Advocacy programs drive consumer engagementJulian Lago discusses how advisors can differentiate themselves by providing extended services.
September 13, 2016
Greenberg’s ‘day of reckoning’ over AIG fraud claims arrivesTo this day, the 91-year-old Greenberg maintains Spitzer had a personal vendetta and sued after Greenberg accused him of prosecutorial overreach.
September 13, 2016
Clinton vs. Trump: Americans render verdict on dueling tax plansMore than three-quarters of Americans rate the current federal tax code as complex or extremely complex," according to WalletHub.
September 13, 2016
The dirty little secret of business successIts not what youre doing thats causing you to get bad results.
September 12, 2016
IRI praises latest treasury effort on lifetime incomeThe Insured Retirement Institute (IRI) has released a statement from President and CEO Cathy Weatherford in response to the Treasury Department's final pension plan participant rule.
September 12, 2016
New IRS rules allow partial annuity payouts on DB pension plansThe IRS simplified three proposed bifurcation approaches into two following the initial proposal in 2012.
September 12, 2016
Insurance Industry News Roundup: Week of September 12, 2016In this weeks insurance industry news roundup, MDRT announces its new executive committee, and Prudential inks a major pension deal.