Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Running Your Business
Navigating Between Conflicting Client Goals
By Nathan SebestaPart of your job is helping people set priorities.
July 03, 2025
When the Advisor Is the Heir, and the Client Is the AssetSometimes, you may be the one getting a gift.
June 30, 2025
The Four Buckets After COVID-19How a second-generation financial professional learned to accept the word "annuity."
June 30, 2025
The Rise of Human-AI Teams in Life InsuranceAI can elevate consumer trust by making Reg BI possible.
June 30, 2025
Many Female Entrepreneurs Face a Financial Fitness GapWhat if they have a great plan, and then they lose the ability to work next week?
June 27, 2025
7 Indicators of Clients' Current Level of FearInvestors have been through a lot. They must be calm this time. Right? Well ...
June 26, 2025
How Going Out for Lunch Counts as ProspectingYou've heard of the One Card System? Why not try the One Diner System?