Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Pennsylvania Justices Rule on Ameriprise Case
By P.J. D'AnnunzioThe allegations involves sales of insurance and other financial services products.
February 16, 2021
What Is the State of Your Practice?To succeed as a planner for other people, you need a plan for you.
February 12, 2021
Eagle Life Gets a Head of Sales: Personnel MovesTransamerica has three new regional vice presidents.
February 11, 2021
Pandemic Slows Primerica Agent Flow: EarningsCNO says a new COVID-19 surge hurt some sales metrics late in the fourth quarter.
February 11, 2021
Bestow to Power Lemonade's Life SalesThe coverage sold comes from a Sammons Financial subsidiary.
February 10, 2021
FINRA Warns of Fraud Tied to Low-Priced SecuritiesFINRA has observed "potential misrepresentations about low-priced securities issuers' involvement with COVID-19 related products or services."
February 10, 2021
CFP Exams Start March 9The registration deadline for the March CFP exam is Feb. 23.
February 10, 2021
Delivering Value From FintechThe author has ideas about how advisors should evaluate insurer and product provider tech.