Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Oklahoma Commissioner Asks Navigators for Data
By Allison BellOne question is whether signup activity alone is a good measure of a navigator's performance.
September 13, 2017
IRA Beneficiary Designation FormsSo, you think the client's will or trust governs IRA beneficiary selections? Uh oh.
September 13, 2017
NAIFA Makes a Marketing Deal With Sallie MaeNAIFA's advisor members can offer college planning tools and help with getting private student loans.
September 12, 2017
Big Names Back Big-Data Bet on Heavy-Duty Retirement CalculatorManagers are thinking about adding annuities to the platform.
September 12, 2017
Equifax Holds Contract to Verify Data of ACA Exchange CustomersExperian wants Equifax to help it figure out if it was also hacked.
September 12, 2017
3 Communication Secrets From the 'Bucket Plan' ManJason L. Smith has registered the phrase, but you can segment clients' risk, too.
September 12, 2017
5 More ‘One Liners’ for Asking Friends to Do Business With YouHere are more ways to move the conversation from the weather to what your friends desperately need.
September 12, 2017
California Governor Signs Annuity Cash Surrender BillThe state law created by A.B. 1398 will set procedural rules for annuity cash surrenders.