Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
10 Principles of Time Management for Advisors
By Bryce SandersEven as technology might make things easier for financial professionals, discipline and structure are still required.
August 10, 2026
NASAA Shortens Waiting Period for IAR Test TakingAfter their third unsuccessful attempt at the Series 63, 65 or 66, candidates could retest within 60 days.
August 10, 2026
7 Times an Annuity Is Right for Your ClientAn annuity is often the wrong choice, but sometimes it's a great choice.
August 05, 2026
Jackson Might Buy a Life InsurerDon Cummings, the annuity giant's incoming CEO, says he likes the idea of diversification.
August 04, 2026
The 'Drive-By Schmoozing' and Other Party Mistakes to AvoidIf you're trying to grow your network at an event, here's what not to do.
July 29, 2026
What Investors' Evolving Online Behavior Means for Advisor GrowthWith the greater use of AI, search, social media, referrals and websites to evaluate advisors, firms need a more coordinated approach to their technology and marketing efforts, Snappy Kraken says.
July 27, 2026
Keep Annuity Math and Disclosures Separate, Industry Groups SayCommenters fear that the NAIC could use its actuarial guideline process to create an extra layer of rules.
July 27, 2026
Most Americans Would Postpone Retirement to Financially Help a Loved OneThree-fourths of study participants would work up to five extra years should their assistance be needed.