Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
SEC Counsel Confident About Annuity Move
By Arthur D. PostalBrian Cartwright, the general counsel of the U.S. Securities and Exchange Commission, says he is "very confident" about the strength of the SEC's position on its ability to regulate indexed annuities.
December 16, 2008
Samuel R. MitchellSamuel R. Mitchell has been promoted to vice president of operations and technology for Sentinel Financial Group. He will be responsible for aligning the firm's technology and strategic goals, and focusing on systems and projects that provide value
December 16, 2008
Roger CrandallRoger Crandall has been appointed president and chief operating officer of MassMutual. He will be responsible for the U.S. Insurance group, Enterprise Technology Organization, and MassMutual International LLC. He continue to oversee the company's
December 16, 2008
Working around marketing mythsEveryone has their own ideas about what works and what doesn't in marketing. Some trends, though, deserve to be exposed. Debra Murphy of Vista Consulting reveals 10 marketing myths to avoid: Marketing is advertising and sales. Actually,
December 15, 2008
Surviving an auditDon't submit to an audit on the spot if it upsets essential client meetings. Don't try to anticipate what the auditor will focus on. Develop a compliance manual for your practice. Don't apply logic to SEC requirements. Assig
December 15, 2008
Prospecting tips that work"Every senior advisory practice needs to be in a constant state of forward motion," according to Senior Market Advisor contributing writer Joe Finora. Recently, Joe and I have been brainstorming article ideas that will help advisors
December 13, 2008
Independence--Something to Consider!Having worked for a large wirehouse and a large bank, I am familiar with the culture of both types of institutions. It's a culture which...
December 11, 2008
Celent Disputes Credit Market TheoriesA consulting firm is challenging a number of assumptions that U.S. policymakers are applying to fight the credit crisis.