Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
3 Types of Designated Beneficiaries You Must Understand
By Stephan R. Leimberg, Jay Katz, Edwin P. Morrow, Martin M. Shenkman, L. Paul Hood, Jr.The rules for spouses, unmarried partners and children are different.
September 27, 2017
GOP Touts Simpler Tax Filing as a Goal of ReformRep. Kevin Brady predicts 90% of filers will be able to fit their tax returns on a postcard.
September 27, 2017
Democrats Blast Trump Tax Outline, See ‘Rothification’ of 401(k) PlansAdvocates for retirement savers had a mixed reaction to the tax reform blueprint.
September 27, 2017
JPMorgan Ordered to Pay More Than $4B to Texas WidowThe bank was found to have mismanaged estate of Max Hopper, though courts often reduce outsize punitive damages awards.
September 27, 2017
Lamar Alexander Puts Bipartisan ACA Repair Bill Back in PlayThe Senate HELP bill could, possibly squeak through Congress at any time, under "regular order."
September 26, 2017
AIG Assets Surge by `Billions of Dollars' With Digital PushAIG's Valic unit is counting on robo advisors to supplement its 1,000 live human advisors.
September 26, 2017
Republicans Put Off Graham-Cassidy VotePatty Murray may be more eager to work on a bipartisan bill than Lamar Alexander is.
September 26, 2017
5 Financial Professional Ideas for Improving the DOL Fiduciary RuleSome industry commenters have suggestions beyond just putting it through a shredder.