Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Osaic Taps Finny for AI-Powered Prospecting Tools
By John ManganaroOsaic has made Finny's prospecting technology available to its more than 270 financial institutions and 11,000 financial professionals.
January 21, 2026
CFP Board Names New CEOK. Dane Snowden, who has been CFP Board's chief operating officer since 2023, will replace Kevin Keller.
January 20, 2026
Cassidy Named Head of SEC Exam DivisionThe agency veteran has been acting director since May 2024.
January 15, 2026
More Gen X Consumers Are ScaredThey are all at least 50, and a new Allianz Life survey report shows they're more nest-egg aware.
January 15, 2026
AmeriLife Taps Todd Buchanan to Lead Wealth DistributionThe former World Financial Group president will oversee relationships with 44,000 agents and advisors.
January 14, 2026
5 Ways Life Insurance and Annuities Fit Into Charitable GivingTo work with high-net-worth clients, learn how to help them support what they love.
January 11, 2026
Use FORM to Get People Talking About ThemselvesFind asking nosy questions at parties awkward? This strategy works better.
January 09, 2026
Terri Kallsen Starts Role as CFP Board ChairKallsen's first priority is to lead "a rigorous CEO succession process," as Kevin Keller retires in April.