Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
12 Ways to Own the Room at the Next Social Event
By Bryce SandersHere are ideas about how to make going out to "meet the people" feel less awkward.
May 23, 2025
You May Soon Be Able to Pay for CE Credit With 529 Plan FundsThe proposal, part of the giant tax bill awaiting a Senate vote, also allows using those assets for CFP certification.
May 19, 2025
Why Millennials Are Hesitant About Life InsuranceMany have no idea that they can afford it.
May 19, 2025
7 Things the Wealthy Say About Their SpendingSmall talk could give you hints about how they handle their finances.
May 12, 2025
10 Mistakes That Erode RelationshipsDon't be that advisor, or friend, who only gets in touch when they want something.
May 12, 2025
CFP Board Rolls Out AI-Powered Exam Prep ToolThe exam prep tool is a “game changer” for CFP candidates, says CFB Board CEO Kevin Keller.
May 09, 2025
6 Keys to Keeping the Relationship When Your Client DiesDeveloping bonds with heirs starts long before everyone is leaving the cemetery after the funeral.
May 05, 2025
Life Insurance Brokers Need DOL AttentionThe author makes the case for changing how the federal government regulates independent life insurance brokers.