Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Achieving Success With The Whole Client Model
By Russ Alan PrinceWhat is the difference between "sales" and "marketing"? In the former, you're trying to convince a prospective client to buy what you have to offer.
January 01, 2006
Charitable Lead Trusts: The Overlooked Exit StrategyToday's life insurance planning environment provides sophisticated techniques to help clients create, retain and transfer their wealth. Many of these concepts initially offer great tax ...
January 01, 2006
Medicare Drug Sign-ups Causing Concern Among RegulatorsState insurance regulators are concerned about implementation of prescription drug plans that are part of Medicare legislation.Enrollment in PDPs as a result of the Medicare ...
January 01, 2006
Rent To Own: A New Paradigm For Selling Life InsuranceSelling large life insurance policies is seldom easy. No matter how urgent and appropriate the need, advisors must address many obstacles before clients approve the ...
January 01, 2006
Senate Bill Whittles Away State Rights, Regulators WarnedConsumer advocates are warning state insurance commissioners that they risk sacrificing state-based consumer protections if they support a Senate bill in its current form.The advocates ...
January 01, 2006
The Special Needs Trust: Overlooked And UnderutilizedLast year, much of the country joined the debate concerning Terri Schiavo and became better educated on planning issues involving special needs individuals. While the ...
January 01, 2006
Need More Credibility With The Affluent? Borrow It!Want to work exclusively with the affluent? You can do it--these principles will help.Ten years ago, after 15 years in financial services, most of that ...