Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Advisor goes from 860 clients to zero, makes more money
By Gil WeinreichHow Anthony Lombardi, founder of Perfect Client, cracked the code to profitably collaborating with CPAs.
September 03, 2014
4 ways to help LTC planning clients believe in themselvesPut the power of confidence to work in personal finance.
September 03, 2014
What insurance agents can learn from Derek JeterIn sports and in insurance, we look up to people that do great things.
September 03, 2014
Take off your watch for prospectsWhen you finally sit down with your busy prospects, dont make the mistake of overstaying your welcome. Keep one eye on the clock.
September 02, 2014
4 ways to promote visibility-building online LTCI videosWhy leave such powerful tools to fans of kittens and cute babies?
September 02, 2014
HDHP vs. conventional health plan: How to determine the best fitIf your client has a chronic illness, he or she may be an excellent candidate for an HDHP. It all depends on the tax bracket.
September 02, 2014
How to reach millennials in the workplace [Infographic]As millennials grow up, they are taking more important roles in business, government, communities and culture.
September 02, 2014
5 changes ushered in by ERISATheres no debating that the law ushered in some monumental changes, enhancing, if not revolutionizing, the concept of retirement as the country knows it today.