Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
M Financial Forms Alliances With PNC and The Links
By Allison BellPNC will begin referring business to M Financial in October.
September 25, 2019
Insurance Care Direct Hires a Company BuyerWhile at Raymond James, Mark Peterson helped clients in the insurance industry raise $42 billion.
September 24, 2019
What If Annuity Prospects Hate All Those Questions?Here are 5 new things to know about how you might end up handling tight-lipped clients.
September 23, 2019
HealthCare Inc. Adds Rich Short-Term Health PolicyJeff Smedsrud has come out with a new product that has nothing to do with plain vanilla.
September 23, 2019
The Early Retirement Your Clients Didn't Plan ForSo, you do income planning, not caregiving planning? Well…
September 23, 2019
3 Ways to Finish Life and Annuity Sales StrongOne idea: Maybe you should be setting up your Christmas card mailing now.
September 20, 2019
Meal Seminar Marketing Works Way Too Well: State Insurance RegulatorsThe NAIC is warning consumers to leave their checkbooks at home.
September 19, 2019
9 Mistakes That Doom Your Firm's MarketingYou face old gurus, young upstarts, web brokers — and prospects who want things.