Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
How the one-way buy-sell agreement can save a succession plan
By Robert Bloink, William H. ByrnesAs an alternative to a traditional spousal lifetime access trust, the one-way buy-sell agreement can insure your client's goals are met.
March 31, 2014
Why AUM fees still make (im)perfect senseA flat-fee model provides some benefits, but for retail clients and independent advisors, charging fees on AUM is still the go-to model.
March 31, 2014
Biggest boomer retirement regretsThe failure to have a plan is the No. 1 regret for boomers.
March 31, 2014
The best of everything... AprilThe tax man is here; Game of Thrones' new season premieres April 6; and Umano reads the news to you.
March 31, 2014
Are you a master of delegation?Delegating tasks to underlings can be a real timesaveror a time waster. Adequate communication is the key to successful delegation.
March 30, 2014
Crazy-busy prospects driving you crazy?Todays prospects are insanely busy; its a real struggle to get their attention. So when you do, get your message across quickly and simply.
March 29, 2014
You just gotta ask, part 1In sales, asking is just part of the deal. So get in a little practice by asking for some of these proven ice-breakers.
March 28, 2014
How to insure clients who use marijuanaFrom an underwriting perspective, its easy to see why smoking marijuana makes life insurers nervous.