Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
6 benefits of guaranteed insurance stable value funds
By Jim RocheFor plan sponsors who want to offer employees low-risk investments to help boost retirement readiness, a guaranteed insurance stable value fund is one to keep on a list of offerings.
January 03, 2017
DOL tries to clarify QDIA regs on annuities in TDFsDOL letter responds to TIAA inquiry, offers guidance on how TDFs with annuities can comply with QDIA protocol.
January 03, 2017
Health insurance industry outlook 2017Agents and advisors can expect the coming year to spotlight new legislation, product innovation and the future of the ACA.
January 03, 2017
The 3-step formula for building solid business relationshipsWhen it comes to the financial industry, relationships are the foundation of your work.
January 03, 2017
In 2017, advisors must monitor Social Security and Medicare reformPresident-elect Donald Trump has pledged no changes to Social Security and Medicare, but his pick for HHS doesn't necessarily agree.
January 03, 2017
SEC ups disclosure requirements for advisor social media accountsBeginning Oct. 1, 2017, the Securities and Exchange Commission will raise the social-media regulatory stakes for investment advisors.
January 02, 2017
A ping-pong table can change your business and your lifeThe act of playing ping-pong with your team will open up your collective thinking in ways you cant imagine.
January 02, 2017
Spotlighting American retirement readinessHeres to a 2017 filled with client education, advisor appreciation and business generation.