Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
What are your customers worth?
By Shep HykenYou may be surprised to learn that many corporate leaders dont know the lifetime value of their customers. Do you?
November 06, 2014
7 questions for Sen. Hatch on retirement and the electionWith Republicans taking control of the Senate, Utahs Orrin Hatch becomes chairman of the Finance Committee, the powerful arm that oversees retirement policy in the Senate.
November 06, 2014
Actions against BD agents, unlicensed individuals jumped in ’13: NASAAWhile actions against BD firms decreased, actions against licensed advisor reps jumped.
November 06, 2014
Schorsch’s own Cetera halts Cole REIT salesARCP accounting scandal has tarnished the entire Schorsch brand, consultant Elzweig says.
November 06, 2014
5 ways for life insurers to boost customer engagementInsurance isn't the only industry that is struggling to deal with the Amazon factor, but it certainly has just as much work to do.
November 06, 2014
FSOC to discuss SIFI designation process with finance groupsThe Nov. 12 private meeting will be between officials from the FSOC and trade associations representing the largest Wall Street banks, mutual funds, insurers & consumer advocates.
November 06, 2014
3 major trends in insurance technologyDigital technology is driving fundamental and rapid shifts in consumer behavior and changing demographics.
November 05, 2014
Trash your value propositionInstead, create a simple, repeatable statement of value. Then customize it for each type of client you help.