williamjones

Standards Fare

The idea of expanding the fiduciary standard is gaining momentum. A draft proposal being considered by a Securities and Exchange Commission (SEC) advisory group calls for the agency to raise investment advice standards for brokers, based on the law that c

Follow the Leaders

According to the 2013 Best Practices Study conducted by the Big “I” and Reagan Consulting, top agency priorities for software and IT investments in the coming year include internet marketing/social media and agency management systems.

Big “I” Legislative Team Sets Agenda

The second session of the 113th Congress promises another packed legislative agenda with issues top of mind for the independent agency system.

Death of a Salesman?

Three sales gurus track the rapid evolution of the sales process—and what it means for independent agents.

Agency Profile: Zap the Gap

Overcoming generation gaps is among the rewarding results of a rebranding initiative at this family-owned independent agency northeast of Pittsburgh.

Declaration of Independents

Three years ago, at 22, Cameron (Cam) Winterburn became principal of a little independent agency in his native Tennessee when he became the exit strategy for two retiring owners. Today, he is building his agency without an established producer providing a

Redefining Your Online Face

What once looked like a cookie-cutter presence on the Internet is now a diverse array of informational, marketing and transactional media. The myriad of website functions have expanded exponentially, forcing agencies to upgrade their presence or risk seem

ACA Headaches Continue

Delays, technical glitches, political squabbling and frustration from consumers and agents alike have colored the implementation of the Affordable Care Act (ACA), particularly over the last few months.

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