Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
IRS issues rollover guidance
By Dan BermanEmployers whose 401(k) plans offer Roth accounts have a guide for the rules governing rollovers by participants younger than retirement age.
February 21, 2014
Email marketing beats social mediaA new study shows that when it comes to prospecting, that old standby, email, beats out social media. Just make sure your website can travel.
February 21, 2014
4 product trends to know about in 2014From advanced uses of indexed life insurance to Med Supp sales strategies, these are the topics at the top of advisors' knowledge wish lists.
February 21, 2014
The benefits of fee-based money management for IMOsThe right RIA platform allows agents the opportunity to capture all of a clients investable assets.
February 21, 2014
The cost of prospecting [infographic]The majority of advisors say it costs less than $100 to obtain a new qualified prospect.
February 21, 2014
Risks from asset managers to get more SEC scrutinyThe SEC is considering an increase in its oversight of the risk posed by large asset managers such as Blackrock.
February 21, 2014
New curriculum for LUTCF designationThe Life Underwriter Training Council Fellow designation curriculum will get some enhancements thanks to a partnership between NAIFA and College for Financial Planning.
February 21, 2014
Are you a social media Olympian?With the proper discipline and training on social sites, you could bring home business gold.