Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
What Clients Really Ask Accountants About Annuities
By Allison BellThe classics, like tax benefits or income deferral, never go out of style.
December 20, 2024
The Future of RIA Annuity Distribution Has Arrived: David LauFee-based advisors are poised for a deeper embrace of annuities, the DPL chief says.
December 20, 2024
The CMS 2026 Proposed Rule Could Shake Your WorldIf you help clients with Medicare plans, life could soon become more complicated.
December 20, 2024
7 Reasons Some Current Clients Become Former ClientsOne great way to build a great client base is to keep the clients.
December 17, 2024
CFP Board Seeks Feedback on Competency StandardsProposed changes include the education, experience, examination and continuing education requirements.
December 17, 2024
Mariner Signs On With Fidelity’s AI-Based Lead-Gen PlatformCatchlight uses artificial intelligence to enrich, analyze and score leads for growth-oriented wealth management firms.
December 12, 2024
7 Reasons Owning Insurance May Be Preferable to Investing for SomeFor some clients, paying to put assets in a life or annuity package could make sense.
December 12, 2024
How to Prospect for Life SettlementsSome of the best candidates may be consumers who laugh off pitches for life insurance.