Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
A practice with purpose
By Kim MagdaleinThe only way to truly serve your clients is to get smarter every day.
February 24, 2016
E&O no: How to ease the pain of client disputesWorking through client disputes can be a nasty, brutish and long experience. Dont go there, if you can help it.
February 24, 2016
Why Bernie Sanders’ Social Security plan doesn’t workSanders recommended changes might well end Social Security as we know it for younger workers.
February 24, 2016
The tiny PPACA tax you may not know aboutAfter a rocky six years, the future for this health care reform funding vehicle is uncertain.
February 24, 2016
Feeling stuck? Here's a strategy to find new sales ideasIt might sound like advice from a zombie movie, but it works: To get unstuck just borrow someone else's brain (but don't eat it).
February 24, 2016
Zombie Leads: How to Bring Back Leads You Thought Were DeadThere are few things better than reviving old leads and watching them become new clients, but it takes some subtle nurturing.
February 24, 2016
Case study: How dishonest responses on applications put your clients and your practice at riskConsumers are regularly tempted to lie on life insurance applications because they think it will improve either their odds of being approved, or of being approved with a better rating and therefore lower premiums.
February 24, 2016
DOL fiduciary rule set to shake up retirement marketplaceFor months, advisors have been watching the slow progress of the Department of Labors (DOL) fiduciary rule and attempting to understand the potential effects that its expected adoption will bring.