Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Getting (cautiously) creative with split-dollar life insurance
By Ed McCarthyAlthough private split-dollar life insurance plans have lost some of their appeal, this approach to intergenerational wealth transfer still holds appeal for some affluent clients.
August 25, 2016
Make yourself an authorityIt will take a savvy online strategy to capture new leads, and thats where an effective digital marketing campaign can work for you.
August 24, 2016
NAIC, industry groups support MetLife in federal caseSeveral insurance industry groups, as well as state regulators, have argued that the FSOC incorrectly labeled MetLife as a Systemically Important Financial Institution.
August 24, 2016
The Me Generation Becomes the Investing GenerationBoomers get no respect but should get renewed attention from advisors, since even in retirement their assets are growing.
August 24, 2016
6 ideas for this week's big long-term care hearingHere are some clues about what could change, hidden in plain sight.
August 24, 2016
Long-term care planning bits: AHIP, Hancock, Agent ReviewConsumers talk to market researchers about why they got covered, and how their coverage worked.
August 24, 2016
Keys to attracting millennials: fiduciary model, holistic planningMillennial investors increasingly want innovative technology, unbiased advice and holistic planning, Jefferson National's study shows.
August 24, 2016
How to create a practice with little (or no) natural marketIts not just about who you know; its about who you meet. Every advisor has a new natural market every 7 to 10 years.