Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
5 cornerstones of a great business
By Jean M. GianfagnaThe best way to improve your marketing is to improve your business.
January 02, 2014
Why prospecting is changing (and how to keep up)Being a one-trick pony doesn't work well with high-net-worth clients.
January 02, 2014
Insurance is weird. Can this brutal truth improve consumer perception?ZipCar and other fashionable consumer brands are built on the same "sharing economy" model that insurance pioneered.
January 02, 2014
Retirement income planning: The next frontierAccumulating assets is the easy part. But can you help your clients transition those holdings into an income stream during retirement?
January 02, 2014
It takes two: The dual-licensed advisorBaby boomers want an advisor who can discuss all facets of their financial life, and that may mean you need an insurance and securities license.
January 02, 2014
FINRA to focus on senior suitability annuity salesFINRA may be issuing a report on firms' practices on product-specific suitability guidelines for senior investors.
January 02, 2014
How do you tell your story?The same prospects that had no interest in a $60 Banksy painting may not realize the value of the products you're selling.
January 02, 2014
Why Millennials really mattered in 2013To understand them is to know how to sell to them.