Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
NAIC to Consider Open Meetings Changes
By Allison BellPeter Gould, an annuity owner activist, has been asking the insurance regulator group for more access.
March 12, 2026
FINRA to Shorten Wait Times for Retaking ExamsThe regulator's board also approved a plan to provide parties with greater input into replacing arbitrators.
March 12, 2026
10 Things No Client Has Ever Said to Their AdvisorJust because your client isn't telling you something doesn't mean they aren't thinking it.
March 10, 2026
AI Can Turn Digital Clutter Into Annuity LeadsSome people in your CRM need help right now. The new tools might show you which ones.
March 03, 2026
7 Questions Annuities Can AnswerA fancy calculator is not the only tool with a shocking number of uses
February 25, 2026
FPA Partners With Snappy Kraken to Revamp PlannerSearch PlatformThe updated platform will enable consumers and planners to connect through dynamic matching, FPA says.
February 19, 2026
Steward Partners Taps AI-Powered Prospecting PlatformSteward is starting with a one-year subscription to WealthFeed for 50 lead advisors.
February 18, 2026
Advisors Adding Retirement Plan Participants as Wealth Clients: StudyWhile few advisors counsel DC plans, they're making progress in converting enrollees into clients.