Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
SEC Criticizes "Free Lunch" Seminars
By Trevor ThomasSecurity regulators last week continued to question some of the ways investment firms and professionals represent their products, their sales tools and themselves, particularly to ...
September 13, 2007
Clearing Firm May Penalize Writers Of Offbeat CMOsThe Depository Trust & Clearing Corp. may charge higher processing fees for underwriters that issue hard-to-process collateralized mortgage obligations and asset-backed securities.The DTCC, New York, ...
September 13, 2007
Pacific Life Agrees To Sell Arizona DealerPacific Life Insurance Company has agreed to sell its United Planners' Financial Services of America unit to the top management of the firm's general partner, ...
September 13, 2007
New York Department Announces Push To Help SeniorsThe New York State Insurance Department has set up an Elder Protection Unit.The department established the unit in response to seniors' complaints about problems with ...
September 12, 2007
Iowa Releases Partial Designation ListThe Iowa Insurance Division says insurance producers and companies should be careful about use of credentials in advertising and marketing materials.Iowa Insurance Commissioner Susan Voss ...
September 11, 2007
Morgan Stanley Puts Lincoln On Provider ListA securities firm will be offering 401(k) services from an insurance company through the firm's 8,000 financial advisors.Morgan Stanley, New York, has added the employer ...
September 11, 2007
NFP To Scoop Up Disability MGUNational Financial Partners Corp. has agreed to buy the assets of Pro Financial Services Inc., a managing general underwriter that provides high-limit disability insurance for ...
September 11, 2007
Manulife Unit Rolls Out More AdsJohn Hancock Financial Services is extending its Promises advertising campaign.Hancock, Boston, a unit of Manulife Financial Corp., Toronto, is spending about $25 million to $35 ...