Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Safe Solicitation: Disclose More to Prevent E&O Lawsuits
By EOforLess.comMany financial professionals today engage in dangerous, noncompliant behavior that could literally blow up in their faces. There are four main types.
May 19, 2015
One solution to make retirement funds last for lifeNatixis' new offering adjusts risk as the account holder ages, shifting to riskier investments after year 15.
May 19, 2015
Meet the reality TV star with the $15M annuity businessHere's a little-known fact about Real Housewives of Orange County star Vicki Gunvalson: She captured the No. 3 sales spot among female agents doing business through Allianz last year.
May 19, 2015
A Q&A with Vicki GunvalsonThe star of Real Housewives of Orange County talks about the importance of Social Security planning, her lead gen strategies and why perseverance is so important.
May 19, 2015
NAIFA’s McNeely sees a ‘glimmer of hope’ on the fiduciary ruleA more informed reading of the existing product suitability standard should surmount the DOL's concerns, says McNeely.
May 19, 2015
100 best sales & marketing ideas: 81-90Want to gain (and keep) more clients? Avoid sticker shock, make prospects laugh and craft a memorable user experience.
May 18, 2015
Dollar rebounds as investors foresee U.S. economy gaining steamThe dollar jumped from a four-month low on speculation that the U.S. economy will rebound from a sluggish first quarter.
May 18, 2015
Will you (or your clients) be able to work in retirement?The rocking-chair retirement image has been smashed to bits, both by desire to keep working and by dire retirement savings realities.