Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
COVID-19 Puts Gaps in Life and Annuity Shelves
By Allison BellA life and annuity distribution veteran says advisors can still match most clients with products.
May 12, 2020
Equitable Adds a Loss Reverser Annuity Feature: Annuity Market UpdateAIG, AARP and DPL have distribution announcements.
May 12, 2020
The Evolution of Traditional Field Marketing OrganizationsAs the needs of financial professionals change, FMOs are transforming their business models.
May 11, 2020
Selling Annuities Through Exchange Is Just the Start: Envestnet CEOBill Crager said he's also thinking about life insurance and health care.
May 09, 2020
COVID-19 Promotes Acceleration of Everything Digital: Sun Life ExecSome jurisdictions still require face-to-face meetings for some types of product sales.
May 09, 2020
ACORD Creates Insurtech Career WebsiteACORD — an organization that helps set technology standards for insurers — has started an insurance technology career listing system at careercenter.acord.org. Resources …
May 08, 2020
MDRT Moves to Hold Members CloseThe group will let any members who were in the group in 2019 or 2020 return in 2021.
May 07, 2020
Kitces: Pandemic to Accelerate Shift to AUM-Based Fee ModelCOVID-19 is "making the future get here faster than anyone expected," he says.