Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
How Life Insurance Policy Reviews Trip Up Fiduciary Advisors
By John ManganaroThe potential liability for financial professionals who fail to meet their duties of due diligence can be significant.
November 29, 2023
FINRA Fines Ex-Morgan Stanley Employee for Using Cell Phone During Series 7 ExamThe employee used his phone despite telling the proctor it was in another room, according to FINRA.
November 28, 2023
The Power of the Insurance Advisor Post-MortemTo make sales livelier, look at what's buried in your call recordings.
November 28, 2023
The Importance of Knowing Agents Outside Your OfficeThey can provide support, advice and a reality check.
November 28, 2023
What if AUM Isn't the Best Measure of a Retirement Nest Egg?There's more to retirement planning success than maximizing a client's pile of stocks, bonds and other assets.
November 28, 2023
Best & Worst Digital Wealth Management Providers: J.D. Power, 2023Younger clients increasingly value the experience on full-service firms' websites and apps.
November 27, 2023
3 Lifestyle Changes for Clients Who Are New to WealthA penny protected is a penny earned.
November 27, 2023
Navigating Life's Toughest MomentsYou can help clients figure out which way to turn.