Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Digitizing the insurance process – are you ready?
By Emily Holbrook"You have to ask yourselves, are we trying to be as good as other life insurance companies or are we trying to be as good as other companies?"
April 20, 2016
The most important sales tool you have forgottenIn this episode, learn how to uncover your clients' needs, stage them over time, and maximize the work you are able to do for each client.
April 20, 2016
How NOT to be invited back to a networking eventRemember that when you make a great impression at a meeting, you and the person who invited you both win.
April 19, 2016
Paying up for being poorBeing poor in the U.S. can be expensive. Judging from the latest inflation data, it's becoming more so.
April 19, 2016
DOL fiduciary rule: Great for lawyers, but what about advisors?At the NAPA 401(k) Summit, head Brian Graff focused on the impact of the DOL fiduciary rule on advisors.
April 19, 2016
Millennials: How to appeal to the retirees of tomorrowHow to communicate with the retirees of tomorrow millennials.
April 19, 2016
Behavioral finance: Getting workers to do the right thingWhat can advisors do to help workers save more? And how far can you push plan sponsors?
April 19, 2016
Chaffetz accuses HHS of resisting CO-OP document subpoenaProviding private access to the documents is not the same as providing the documents, Chaffetz says.