Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Why Aren't More RIAs Offering Annuities? Flourish President Blames Weak Tech
By Allison BellTech tools can help RIAs offer annuities, but the reality is complicated, Ben Cruikshank says.
May 13, 2024
10 Steps Toward Making a LinkedIn Connection a Real-Life RelationshipSometimes, you want to do more than exchange messages.
May 13, 2024
Bestow to Focus on Tech, Sell Life Insurance UnitThe insurance technology firm is selling its life insurance subsidiary to Sammons.
May 08, 2024
Financial Firms See Dip in Social Media Engagement: StudyIndividuals consumed more content across channels overall, and original posts performed much better, Hearsay research found.
May 08, 2024
Blue-Collar Business Owners Make Great ProspectsPeople who work with their hands have quietly built up a lot of wealth.
May 07, 2024
9 Phrases That Open Doors With ProspectsSome are useful in social situations, while others can lead you to "aha" moments of your own.
May 06, 2024
Final DOL Agent Fiduciary Exemption Covers More Comp TypesIt also exempts more activities, but conflicts with Reg BI could hurt, legal analysts warn.
May 02, 2024
Advisor Annuity Conversations Often Lead to Transactions: Global AtlanticThe insurer also found that 19% of advisor clients surveyed plan to buy long-term care insurance.