Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
NASAA Shortens Waiting Period for IAR Test Taking
By Melanie WaddellAfter their third unsuccessful attempt at the Series 63, 65 or 66, candidates could retest within 60 days.
August 04, 2026
The 'Drive-By Schmoozing' and Other Party Mistakes to AvoidIf you're trying to grow your network at an event, here's what not to do.
July 29, 2026
What Investors' Evolving Online Behavior Means for Advisor GrowthWith the greater use of AI, search, social media, referrals and websites to evaluate advisors, firms need a more coordinated approach to their technology and marketing efforts, Snappy Kraken says.
July 27, 2026
Keep Annuity Math and Disclosures Separate, Industry Groups SayCommenters fear that the NAIC could use its actuarial guideline process to create an extra layer of rules.
July 27, 2026
Most Americans Would Postpone Retirement to Financially Help a Loved OneThree-fourths of study participants would work up to five extra years should their assistance be needed.
July 27, 2026
What Most People Get Wrong About Emergency SavingsMaking the cash too accessible may lead to misuse.
July 27, 2026
Investments, Meet InsuranceClients expect advisors to help them with all of their finances.
July 27, 2026
How Financial Advisors Can Help Bring Financial Literacy Into High SchoolsYou can show students the practical way to build significant wealth.