Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
October 28, 2005
Use storytelling to differentiate your sales process and practiceLet's say you are a football coach and a FedEx delivery person comes to your door ...
October 19, 2005
Clear Is GoodClear Is GoodAnd I quote: "Forgetting the business logic and the price, there will be options down the road there, I would answer your ...
October 09, 2005
Downgrades Heighten Battle For Shelf SpaceA plunging and volatile stock market and weak economic conditions are some of the factors that recently prompted 2 rating agencies to assign a negative outlook to the life insurance industry.
October 09, 2005
Experience Shows That Training PaysWhat impact does insurance training and education have on a company's sales? This question, long a key focus of the life insurance industry, has become even more important in the last several years as all businesses
September 21, 2005
E-application Speeds Up New Business ProcessingFewer errors and less human involvement may reduce costsDistributors and carriers want the same things: error-free new business applications, faster new business processing, quicker ...
September 18, 2005
CRM: The Hoax That Wouldn't Die?Few technology concepts have been hyped more and delivered less to the insurance industry than customer relationship management, also known as CRM.At the beginning of ...
September 18, 2005
NAIFA's 'Four Under Forty' Winners Touch On Keys To Early SuccessWhat benefits accrue to the advisor who has a well-formulated market niche? Why is charging a fee advantageous? When is the right time to hire ...
September 18, 2005
The Web Vs. The Real World: Who Do You Trust?There are some questions in life that just shouldn't be asked, and if someone does ask them, should be ignored or answered with great trepidation--at ...
September 11, 2005
It's A WrapWhen producers think about how a trust can be funded, the first thought that comes to mind is usually life insurance. What many advisors don't realize, however, is that annuities also have a role to play. Indeed, annuities are frequently...
September 11, 2005
Understanding Today's High-Net-Worth Business OwnerBusiness ownership has been, and continues to be, the primary path to wealth in this country. The annual Phoenix Wealth Survey consistently finds that approximately ...