Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Asking for Referrals Doesn't Work. This Does.
By Lloyd LoftonHere's the author's strategy for helping clients think of people who might need a financial professional.
April 03, 2019
Integrity Marketing Acquires MultiState InsuranceMultiState boasts that it has no voicemail system.
April 03, 2019
Wells Fargo CEO's Stumble Puts Bank in Familiar State of Disarray"They're in limbo," said Parnassus Investments Chairman Jerome Dodson. "We'll have to see who the new CEO is."
April 02, 2019
5 Smart Ways Life Insurance Distribution Organizations Can Still Use Incentive TravelMaybe a few trips to Las Vegas can still help insurers get more people protected against financial ruin.
April 01, 2019
Let's Make Kids Part of the Financial Literacy ConversationWhy care about this? Because money-smart kids become money-smart adults.
March 29, 2019
Life Insurers Can Use Social Media Data in Underwriting. Should They?Whatever you think about the New York department's new guidelines, you probably ought to think about them.
March 26, 2019
Why Organic Growth Is the Right Path for Many Advisory FirmsMaximizing your core business, instead of making acquisitions, is the fastest and most efficient route to healthy expansion.
March 25, 2019
NAIFA Launches Long-Term Care Planning CenterThe top-level founding sponsors are One America, Nationwide, Genworth and the ILTCI Conference Association.