Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Life and Annuity Illustrations Confuse Clients, Advisor Tells Regulators
By Allison BellPerformance charts should be more realistic about the impact of bad years, Richard Weber argues.
August 08, 2024
'Silver Wave' Isn't the Only Factor Boosting AnnuitiesLIMRA projects an increase in annual annuity sales to as much as $378 billion, Principal's Sri Reddy says.
August 07, 2024
5 Reasons Annuity Surrenders Can Be a Good ThingEarly terminations can benefit clients and the company when the economic winds shift, F&G CEO Chris Blunt says.
July 31, 2024
5 Trends in Today's Annuity Market: EquitableExecutives with the insurer see their relationship with agents and advisors as a shield against RILA market invaders.
July 29, 2024
Ameriprise Posts 45% Jump in Variable Annuity SalesDemand rose for variable universal life products that affluent clients can use to build cash value.
July 26, 2024
How a Generative AI System Handled a 401(k) QuestionChatGPT is prefacing some answers with "it depends on the situation," which is where financial advisors come in.
July 25, 2024
How to Tell Your New Clients They Made a Wise DecisionIf a purchase was suitable, it's worthy of commendation.
July 25, 2024
5 Ways to Be a Financial Super HeroYou may not be able to jump over tall buildings, but you can help identify money laundering.