Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
The Dos and Don'ts of Adding New Clients
By Jane Wollman RusoffDavid Scranton of Sound Income Strategies offers ThinkAdvisor some of his conventional wisdom-busting tactics.
January 16, 2025
COLI Advisors are Retiring Faster than They Can Be ReplacedThe industry's painful loss is a huge opportunity for younger financial professionals.
January 16, 2025
The Sears Catalog Has a Lesson for the Annuity IndustryMarketing has to change, or you'll find what's left of the marketing in antique shops.
January 16, 2025
Number of CFPs in U.S. Tops 103,000For 2024, the CFP Board reported a faster growth rate and gains in public recognition from a year earlier.
January 15, 2025
Generation X Thinks About Retiring Between the Rock and the Hard PlaceAllianz Life has data on why near retirees yearn for annuities with a potential for growth, protection and a pony.
January 15, 2025
Mind the Generational GapA software CEO has ideas about how insurers can navigate the Great Wealth Transfer.
January 15, 2025
When You Volunteer, Do People Know You're an Agent?Helping your community can raise your own visibility.
January 13, 2025
Morningstar Rolls Out Advisor Software SuiteDirect Advisory Suite aims to streamline such tasks as conducting research, generating client proposals and building portfolios.