Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Some Clients Are Likely to Leave
By Scott ZiemkeNew analytical tools may help you predict which ones.
December 22, 2020
Education and Awareness Will Increase Annuity SalesA longtime industry executive talks about how to promote the products that are still on the shelves.
December 22, 2020
Advisors Can Profit From New Methods of Creating ContentHow clients and prospects consume marketing and education content has changed.
December 22, 2020
Test Your Knowledge: The Social Security Trust FundsTake our quiz on how Social Security is funded and how a shortfall could affect your clients.
December 22, 2020
Senate Passes $2.3T Package of Relief, Funding and Tax BreaksThe move follows passage in the House; President Trump is expected to sign the bill this week.
December 21, 2020
What Will Advisors Give Clients This Holiday Season?Most financial advisors follow regulatory guidelines on gifts, a SmartAsset survey finds.
December 21, 2020
How COVID-19 Is Hurting Workers' Retirement ProspectsDue to the pandemic, 33% of workers have taken a loan and/or withdrawal from qualified retirement accounts, or plan to do so, a new poll finds.
December 21, 2020
Transamerica to Pay $8.8M Over Annuity, Fund & 529 Supervisory FailuresThe problems at Transamerica Financial Advisors affected 2,400 clients of variable annuities, mutual funds and college savings plans.