Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
CFA Level II Pass Rate Drops to 44%, Below the Decade Average
By Katherine DohertyAfter factoring in the 54% pass rate from the May test, the decade average ticked up to 46%.
October 08, 2025
Planning Offers Many Women the Kind of Career They Want: CFP BoardThe relationship aspect of the people-first profession is especially appealing, an industry report finds.
October 07, 2025
The Insurance Market is Softening for Beachfront Homeowners in FloridaThat's good news for high-net-worth clients with second or third homes on the water.
October 07, 2025
3 Ways a Life and Annuity Advisor Can Produce Like a SuperheroWhen in doubt, start with a story about an individual in a cape.
October 06, 2025
Top 10 Occupations on Estate Tax Returns, 2023IRS figures show there's more than one way to reach the ultra-high-net-worth category.
October 03, 2025
Worst 12 Metro Areas for High-Income Household GrowthIn these communities, retirement planners may feel as if they're trying to swim upstream.
October 01, 2025
Life Broker Backed by Robert Downey Jr. Moves Toward IPOEthos Technologies' filings value its life commission stream at about $400 per policy sold.
October 01, 2025
Top 12 Metro Areas for High-Income Household GrowthA lot more people in these places may have enough cash to put yolk in their nest eggs.