Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
AIG Finds ‘Safer Harbor’ After Years of Retrenchment, Regulation
By Sonali Basak, Katherine ChiglinskyThe life, annuity and property-casualty insurance player has tried to make itself a smaller, less complex company.
October 02, 2017
Common Questions on HSA ContributionsIf you occasionally sell an HSA, print this and tape it by your desk, or on the top of your laptop.
September 29, 2017
7 Things to Know About Life Insurance as a Retirement StrategyA life insurance-based retirement strategy could help your client avoid some of the restrictions that apply to IRAs.
September 29, 2017
Web Broker Sees HealthCare.gov Downtime as Sales OpportunityManagers of HealthSherpa.com are telling agents that they'll be open on Sunday mornings.
September 29, 2017
What If Consumers Accuse Agents of Sham HealthCare.gov Enrollments?HealthCare.gov explains how it will handle people who say they got covered against their will.
September 28, 2017
What GOP Tax Outline Means for Advisors and ClientsThe broad outline excludes details, but still there are items that advisors should start thinking about.
September 28, 2017
FPA Partners With TD Ameritrade to Boost CFP ContentThe new educational materials will be showcased Oct. 1-4 at the 2017 FPA Annual Conference in Nashville.
September 28, 2017
Raymond James Taps New Exec in IndianaPatrick ODonovan has led branches and other operations for Smith Barney, Morgan Stanley and other financial firms for the past 32 years.