Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
A knockout prospecting method
By Kelley RobertsonBuild your prospecting efforts around Jim Domanskis 3/3/2 knockout method and see if your results dont improve.
April 02, 2014
Financial advisors: Is your business identity at risk?Identity theft is a global epidemic afflicting millions of consumers every year. But consumers arent the only entities at risk.
April 02, 2014
Beware high-speed trading’s hidden costBob Seawright offers thoughts on how to discuss the high-frequency trading controversy with your clients.
April 02, 2014
Social media good for clients, advisorsJust as advisors are being asked to do it all for clients in general, they are being asked to do it all on social media.
April 02, 2014
Your clients are getting older. So which clients should you focus on?Can your practice profit when most of your client base is in the deaccumulation phase?
April 02, 2014
Retirement caps: a plan that could save billions in tax revenueThe Obama budget calls for limits on annual amounts that individuals can contribute to tax-advantaged retirement plans.
April 02, 2014
FBI enlisting help from high-frequency tradersThe FBI joins a roster of authorities, including the SEC, examining high-frequency trading.
April 02, 2014
Court rules estranged wife entitled to life policy proceedsBefore New York Life had updated its records to reflect the change of beneficiary request, Dr. Justofin committed suicide.