Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Supreme Court Gives DOGE Access to Social Security Data
By Greg Stohr and Zoe TillmanThe disputed data includes Social Security numbers, tax and earnings records, and bank and credit card information.
May 29, 2025
10 Ways to Do 'Drip Marketing' Without Being AnnoyingIt's easy to get this strategy wrong. Done right, it can be informative and entertaining — and it works.
May 23, 2025
New York's Annuity Replacement System Is Too Slow, Lawmakers SayTheir reasoning may spell trouble for product comparison requirements at the purchase stage.
May 23, 2025
You May Soon Be Able to Pay for CE Credit With 529 Plan FundsThe proposal, part of the giant tax bill awaiting a Senate vote, also allows using those assets for CFP certification.
May 19, 2025
Why Millennials Are Hesitant About Life InsuranceMany have no idea that they can afford it.
May 19, 2025
7 Things the Wealthy Say About Their SpendingSmall talk could give you hints about how they handle their finances.
May 12, 2025
10 Mistakes That Erode RelationshipsDon't be that advisor, or friend, who only gets in touch when they want something.
May 12, 2025
CFP Board Rolls Out AI-Powered Exam Prep ToolThe exam prep tool is a “game changer” for CFP candidates, says CFB Board CEO Kevin Keller.