Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
DOL fiduciary rule to be finalized early in 2016, PwC says
By Nick ThorntonThe prediction is earlier than other prognostications, which have suggested a final rule would not emerge until the fall of 2016.
August 20, 2015
What's love got to do with sales?Here's why you should never write or say the "L" word when communicating with your prospect or client.
August 19, 2015
Answering the 5 basic questions from a new clientGet answers to the top five questions your clients should be asking.
August 19, 2015
Trust is not always earnedWith every client, there are conflicts of interest that must be shared and addressed. Advisors need to be the planner, not the friend, especially when it comes to difficult talks about money.
August 19, 2015
In the cross-hairs of the DOL rule: Dually registered advisorsThe DOL proposal is problematic because of the hoops it forces broker-dealers' registered reps to jump through.
August 19, 2015
Why your social media campaign is 'anti-social'Figuring out how to be personable on social media is one of the big challenges the insurance industry is facing.
August 18, 2015
Scott Walker's PPACA replacement plan is popular with Republicans—but can it workConsumers without access to group coverage would get age-based refundable tax credits.
August 18, 2015
Report pegs cost of DOL fiduciary rule at $3.9B for advisorsAn FSI-sponsored study finds initial costs of the Department of Labor's fiduciary rule to be nearly 20 times the DOL's estimate.