Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Gifting Stock to Family Members: What to Know
By Roger WohlnerSuch gifts can provide many benefits, but your clients should consider the tax implications and other factors, too.
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.
January 15, 2021
Low Interest Rates Push LTCI Prices UpPrices for new coverage are up both for stand-alone LTCI policies and for linked-benefit life hybrids.
January 15, 2021
F&G Names Co-Chief Investment Officers: Personnel MovesAmerican Equity, MetLife, the Standard, Milliman and LL Global also have personnel moves announcements.
January 14, 2021
Advisors See Positive but Weaker Stock Returns in 2021An Incapital survey finds 3 in 5 advisors are considering a permanent hybrid virtual/in-office work approach.