Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Workers Willing to Trade Pay for Job Security: Survey
By Jen CollettaThe shift in thinking could help reduce one source of pressure on the Fed.
September 16, 2026
65% of U.S. Life Policyholders Think Agents Face a Best-Interest StandardMost told a survey team that their agents had explained the policy benefits and costs at least somewhat well.
September 15, 2026
10 Ways Clients Can Connect With Their Future SelvesProjecting what could happen in 10 or 20 years can nudge prospects and clients to take action now.
September 11, 2026
Life Insurers Court AI AgentsThe newest members of the advice team like content that machines can read.
September 09, 2026
The American Dream Is EvolvingThe author makes the case that typical retirement savers now favor protection over growth.
September 09, 2026
The Term Life Cliff Nobody Put on the CalendarWhat people in their 50s really need may look different to people who are 55 than to people who are 35.
September 02, 2026
12 Talking Points for Client ReferralsClients might be happy to talk you up to their friends, but they might not know what to say.
September 02, 2026
CFP Board Announces New Women & Wealth Career Changer ScholarshipMade possible by a $125,000 gift from Cary Carbonaro, the scholarship supports women who have never worked in financial services.