Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
$112 billion in life insurance policy lapses by seniors – shame on all of us!
By Darwin Bayston, CFAIf all life policies were to be included, the number of policies that were lapsed by seniors over age 65 exceeds 1.1 million with a face value of $112 billion.
March 11, 2015
Broker business seeks wedge against White House bid to pare feesThe White Houses move to tighten DOL-crafted broker rules leaves SEC Chair Mary Jo White in a tough spot.
March 11, 2015
Working with the affluent retiree marketIf your goal for 2015 is to add fewer, but wealthier retirement planning clients, you have to read these tips.
March 11, 2015
Giving to get: The secret to landing high-net-worth clientsHere is a five-step action plan that you can use to get in front of wealthy, philanthropic leaders in your community.
March 11, 2015
Are you qualified?Questions arent always objections. Recognize that your prospects may simply be trying to qualify you.
March 10, 2015
Engage employees to make smarter benefit decisionsEmployees need to make smarter decisions when it comes to their benefits, since employers are shifting more costs to them.
March 10, 2015
The power of technology in insuranceTechnology helps re-engineer every step of the advising and investing process.
March 10, 2015
Survey reveals what clients expect from advisorsHow can you match your clients expectations and deal with your daily practice challenges?