Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Annuity Order System Posts 2018 Advisor Data
By Allison BellThe Affirm for Annuities order-entry system handled about seven 2018 orders per advisor user.
January 14, 2019
Inherited IRAs and the Double Tax TrapTracking the basis for an IRA is understood by most advisors as critical, but inherited IRAs present tax complications that need immediate attention.
January 11, 2019
Investing in Support Staff Boosts HappinessSometimes, spending a little more can lead to a lot more results.
January 11, 2019
Estate Planning Is Still ImportantThe Tax Cuts and Jobs Act has changed the exemption — but not the need to think carefully about the future.
January 10, 2019
Simplicity Group Acquires Davis LifeSimplicity, formerly known as Futurity First, has backing from Aquiline Capital Partners.
January 09, 2019
The Call Center Agents Could All Work at Home: Idea FileSome people need the structure of an office, but 'virtual' operations can use agents from all over the country.
January 09, 2019
Distributor Acquires Senior Market IMOIntegrity Marketing Group says it will keep the IMO's 60 employees in their current roles.
January 09, 2019
New York City Mayor Seeks Paid Vacation Law for Private WorkersBill de Blasio could push the paid leave frontier further left.