Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
CFP Instructor: Choose Your Clients Carefully
By Allison BellWant to give advice that works? Hanna Ogle of the University of Texas recommends advising the right people.
August 04, 2023
The DOL Should Drop Its Fiduciary Rule ProjectThe CEO of IRI makes the case that it's time to focus on enforcing existing rules.
August 04, 2023
How Global Citizens Changed My BusinessMany high-net-worth prospects need help with protecting assets in two or more countries.
August 04, 2023
Research Suggests 2 Keys to Solving the Annuity PuzzleUnless retirees understand how a product works and its benefits, they aren't likely to buy it.
August 03, 2023
When a Prospect Says, 'I Have No Money'Some people have more resources than they think they do.
August 03, 2023
10 Reasons to Claim Social Security at 70You know some of the arguments for patience. Here are more.
August 01, 2023
Nationwide Maps Consumers' Long-Term Care Insurance ConfusionMany consumers who claim to have LTCI coverage confused it with health or disability insurance.
July 31, 2023
FPA Joins New Coalition to Back 529 Plan BillThe Tomorrow's Workforce Coalition is championing legislation that allows 529 plan funds to be used to cover the costs of maintaining professional credentials.