Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
You May Soon Be Able to Pay for CE Credit With 529 Plan Funds
By John ManganaroThe proposal, part of the giant tax bill awaiting a Senate vote, also allows using those assets for CFP certification.
May 12, 2025
10 Mistakes That Erode RelationshipsDon't be that advisor, or friend, who only gets in touch when they want something.
May 12, 2025
CFP Board Rolls Out AI-Powered Exam Prep ToolThe exam prep tool is a “game changer” for CFP candidates, says CFB Board CEO Kevin Keller.
May 09, 2025
6 Keys to Keeping the Relationship When Your Client DiesDeveloping bonds with heirs starts long before everyone is leaving the cemetery after the funeral.
May 05, 2025
Life Insurance Brokers Need DOL AttentionThe author makes the case for changing how the federal government regulates independent life insurance brokers.
April 22, 2025
Corporate Volunteers Can Transform Financial FuturesOne way to build the market of the future is to talk to students about the idea of saving money today.
April 18, 2025
15 Thoughts About Whether LinkedIn Is Worth ItA connection-building veteran looks at whether the business social media service pays for its keep.