Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
FINRA Files to Extend CE Deadlines for Brokers on a Break
By Melanie WaddellBrokers who left the industry would have more time to complete CE requirements under FINRA's Maintaining Qualifications Program, or MQP.
April 30, 2024
Millennials May Be Losing Life Insurance KnowledgeThe oldest are 44, and their guesses about term life costs are getting worse.
April 29, 2024
Raise Your Visibility in a Community GroupHere's a five-step plan for becoming an insider.
April 26, 2024
What If a Client Asks ChatGPT About the Elections?The AI offers reasonable advice, with an interesting call to action.
April 25, 2024
The 3 Stages of Retirement PlanningIf you're new to financial services, and you think "old" means turning 25, this article is for you.
April 25, 2024
DOL Fiduciary Rule Add-On Could Boost Annuity Distributors' CloutOfficials want them to help agents and brokers provide conflict-free advice.
April 25, 2024
The Advisor's Guide to Overcoming Prospecting ExcusesIf you want the results but dread the process, take note.
April 25, 2024
Finseca CEO Pans New DOL Fiduciary Regs, Sketches Litigation PathLabor's attempts to address the insurance industry's concerns were merely "cosmetic," Marc Cadin says.