Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
9 Benefits of Periodic Client Reviews
By Bryce SandersYou have clients. Have you bonded?
September 26, 2024
Why Become a Financial Planner?The high pay "isn't one of the reasons I'm hearing," says professor Barry Mulholland.
September 24, 2024
What RIAs Should Know About Data-Based MarketingAsset managers and investment banks use data-driven marketing to great effect. Experts say RIAs can do the same.
September 23, 2024
How In-Plan Annuity Sales Could Help Retail AdvisorsThe sales effort will reach some people who do have big nest eggs.
September 23, 2024
What the Fed's Rate Cut Means for Life and Annuity Bulls and BearsA longtime agent has ideas for how to present the news to clients.
September 18, 2024
Why Ultra-High-Net-Worth Clients Should Consider 831(b) PlansOne reason to self-insure big risks is to avoid claim time surprises.
September 16, 2024
SelectQuote Sees Drop in Medicare Plan Sales Due to Payment DelayThe agency will enter the annual enrollment period with fewer new agents than it wanted.
September 16, 2024
'Sandwich Generation' Women Want Financial Advice: StudyThe caregiving burden can also affect women's personal health and sense of purpose, Edward Jones reported.