Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
7 Things No Life or Annuity Prospect Has Ever Said Out Loud
By Bryce SandersBut many prospects are thinking these things. You might want to talk about that.
April 22, 2026
When Volatility Rises, Ladders Add StabilityThese investment strategies can also address interest rate risk.
April 22, 2026
How to Help Business Owner Clients Slow the Executive ExodusOne good way may be to offer the executives better retirement benefits.
April 21, 2026
Number of CFP Board Exam Takers Hits All-Time HighNearly 4,440 sat for the certification test in March, the largest field ever, and two-thirds passed.
April 21, 2026
5 Ways to Ask for the OrderThere comes a time in the client relationship when you need them to sign on the dotted line.
April 17, 2026
Ric Edelman to Head New Financial Planning SchoolEdelman Financial Engines has committed $10 million to establish Rowan University's new School of Financial Planning.
April 16, 2026
Fake Regulators Are Trying to Steal Money From Insurance ProducersOfficials are urging agents and brokers to look at emails carefully before clicking on links.
April 06, 2026
11 Icebreakers to Help Get Your Point AcrossAdvisors would do well to keep these short statements in their back pocket; they could come in handy.