Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
NAIC To Hold ACLI Capital Plan Hearing
By Jim ConnollyThe National Association of Insurance Commissioners says it wants to hear from the public about the American Council Life Insurers' proposal to ease financial pressure ...
January 01, 2009
Investment Advice Rule Nears ReleaseThe U.S. Labor Department is about to publish the final version of a regulation that will affect insurers and producers that work with defined contribution retirement plans.
January 01, 2009
What are the best and worst attributes you look for (or look to avoid) in an advisor?For me, it's honesty. I want a straight shooter. I have been burned in some investment opportunities over the years, so I put my top priority in an advisor as being somebody I have faith to do right by me. As you can guess, dishonesty is the
January 01, 2009
Conceive, believe and achieveI am frequently asked what I think the single most important factor is in determining the success or failure of a salesperson. My response is often met with surprise, because most people expect me to say something about the necessity of hard work
January 01, 2009
Doing the work to maintain your current clientsIn the financial services industry, it's very easy to spend most of your time and resources on marketing for new clients. There's nothing wrong with that, but it's also very important that you continue to maintain a good
January 01, 2009
Insurers Brace For Commercial Mortgage TurmoilThe top 25 U.S. life insurers held about $116 billion in commercial mortgage-backed securities in 2007, and those securities accounted for 3.9% of the insurers' $3 trillion in 2007 total net admitted assets
January 01, 2009
House Members To Ask Treasury For OIILawmakers already have drafted a letter calling for the incoming Treasury secretary to use existing authority to create an Office of Insurance Information.
January 01, 2009
Confirmation calls: A key to a full houseI've seen response rates on a national basis really increase for direct mail campaigns. This increase is always very predictable when we have the type of market volatility we've seen lately. People are scared and in search of answers