Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
House Passes Sweeping Package on Retirement, Investors and Fraud
By Melanie WaddellOne of more than 20 bills in the INVEST Act calls for FINRA to administer an accredited investor exam.
November 26, 2025
10 Things That Are Worse Than ProspectingFinding potential buyers beats getting a flat tire — and some other activities.
November 26, 2025
Skilled Life Insurance Advisors Are Vanishing. What Now?A longtime business strategist has suggestions about how to fill the holes.
November 25, 2025
7 Things Clients Do — and Don't — Talk About With Their AdvisorsLincoln Financial found that some retirement savers have shocking holes in their planning.
November 25, 2025
10 Questions You Might Get at Holiday Parties This YearThe right answers leave potential clients impressed. The wrong ones can make you sound like a jerk.
November 24, 2025
12 Thanksgiving Opportunities for Financial AdvisorsIt's a great time to build goodwill and strengthen connections under positive circumstances.
November 24, 2025
Life and Annuity Issuers Need AI LiteracyNew ways of doing business are prompting a demand for new skills.
November 24, 2025
Medicare Drug Price Negotiations Are ComingClients will need help from advisors to navigate the changes.