Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Sammons Financial Agrees to Acquire Beacon Capital Management
By Allison BellThe life insurer sees the deal as being an expansion of its offerings.
January 26, 2021
Ohio National, Broker-Dealer Drop Federal Court SuitIt's not clear how the action affects the parties' arbitration proceedings.
January 25, 2021
Gifting Stock to Family Members: What to KnowSuch gifts can provide many benefits, but your clients should consider the tax implications and other factors, too.
January 25, 2021
Pinnacle Financial Acquires Medicare Plan MarketerTerms were not disclosed for purchase of Crowe and Associates.
January 22, 2021
North Dakota Lawmakers Working on Annuity Best Interest BillState Farm is calling for uniformity. IIABA is trying to push the term "best interest" out.
January 21, 2021
The Year to Talk About MoneyIgnoring the future is one popular strategy. Working with you seems likely to be more effective.
January 20, 2021
Why You Should Offer Debt Reduction HelpOne way to increase consumers' retirement planning capacity may be to plug their financial leaks.
January 20, 2021
10 Reasons Your Clients Need New Friends (and You Need New Clients)Financial advisors with older clients should emphasize the need to expand their circles. They should also take their own advice.