Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Are Your Clients 'Soft Switching' to a New Investment Account?
By Michael S. FischerInvestment, banking and credit card customers are quietly moving their primary accounts to other institutions, J.D. Power finds.
October 17, 2025
Society of Actuaries Members Vote on Board OverhaulThe number of seats could shrink to 12, from 18, and two seats could go to non-actuaries.
October 15, 2025
How to Start Conversations With the Wealthy in 12 SituationsJust because people are wealthy does not mean they want to live in a bubble.
October 15, 2025
Trigger Marketing Can Help You Raise Your Hand at the Right TimeSometimes, clients and prospects really do want to hear from you. The trick is knowing when.
October 15, 2025
What the New Tax Law and Other 2026 Changes Mean for Your PracticeNow you have the rules and the numbers. What do you do with them?
October 10, 2025
Best & Worst Life Insurance Providers: J.D. Power, 2025Overall customer satisfaction scores were 253 points higher when agents or advisors communicated regularly.
October 10, 2025
13 New Tax Numbers to Know for 2026The IRS adjustments reflect notable changes under the new tax law.
October 09, 2025
7 Ways Caregivers Really Pay for Loved Ones' CareNorthwestern Mutual looked inside consumers' actual LTC arrangements and found holes.