Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
What's the Difference Between an Advisor, a Planner and an Agent?
By Howard WolkowitzA life insurance sales veteran addresses the matter of title fog.
September 10, 2024
High-Income Retirement Savers Still in a Post-Pandemic SlumpFor the top 5%, post-tax, inflation-adjusted income is 1.7% lower than it was before everything changed.
September 09, 2024
Want to Get Better at Sales? AI Could Coach YouStefanie Boyer, a sales scientist, has trained it in the art of closing.
September 09, 2024
3 Tips for Connecting With Hispanic InvestorsA Nationwide executive sees fostering a sense of belonging as the first step.
September 04, 2024
Insurance Terms Confuse Young Consumers: NAICA lack of basic knowledge might be contributing to Generation Z's anxiety about the topic.
September 03, 2024
NAIFA to Lobby Against Medicare Plan Commission CutsThe advisor group's CEO says comp decisions will hurt beneficiaries' access to assistance.
August 30, 2024
4 Steps to Retirement Planning SuccessAn annuity market veteran maps out the road to doing well by doing good.
August 30, 2024
3 Ways Advisors Can Support Business Owner Clients NowToo many feel awful. Help with retirement and succession planning may ease some concerns.