Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Succession Planning: Just be SMART
By Steven McCartyMaking ethical decisions in marketing, sales, operations and customer service is simply good for business.
November 25, 2014
Fiduciary rule among SEC’s 2015 prioritiesAgency releases FY2014 financial report; SEC divisions with fiduciary rule duties have submitted separate recommendations.
November 25, 2014
GMO’s Grantham: How investors could make 15 percent in 7 monthsThe hedge fund manager and student of bubbles sees a final inflation before the coming crash.
November 25, 2014
Whole life insurance coverage may be worth the higher costWhole life insurance offers additional financial benefits including potential dividends, a cash value account and tax-free borrowing.
November 25, 2014
5 big cyber threats for small businessesCyber-criminals have become even more efficient in recent years, with their attacks being precise and incredibly calculated.
November 25, 2014
What doctors and families have that advisors don’tThe CFA Institutes Bob Stammers argues that financial advice is ultimately about behavior change, which only a relationship of trust can foster.
November 25, 2014
How to communicate compliantly with social mediaAdvisors have many questions about social media, how its regulated and whether they even need it.
November 25, 2014
Finding the 'sweet spot' in attracting millennials to insurance careersInsurance isn't "sexy," but it could be to younger professionals, if we position it properly.