Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
American College to Roll Out Tax Planning Certification
By John ManganaroJeff Levine worked with the college to create the Tax Planning Certified Professional designation.
June 03, 2024
Consumers Want AI Advisors to Start SmallDigital systems may be able to break in by helping with credit cards, KPMG research found.
June 03, 2024
The 4 Client Segments Driving Advisors' Future GrowthThese groups have varying views on professional advice but share the same top financial goal, State Street finds.
June 03, 2024
Medicare Plan Pay Confusion Could Wreck 2025 Enrollment, Lawsuits WarnDistributors say they need certainty by July to make agent hiring, marketing and advertising decisions.
May 31, 2024
Not All Advisor Credentials Are Created Equal: IWISean Walters, the nonprofit's CEO, noted that only a handful are vetted and certified by recognized third parties.
May 28, 2024
Your Spouse Can Tell Your StorySometimes, your partner can point the right people in the right direction.
May 24, 2024
Why Are You Still Selling Life Insurance With Lifetime Guarantees?A John Hancock executive makes the case against assuming that all clients need coverage at age 90.
May 22, 2024
RIAs See Growth Potential in Clients' Savings Accounts: SurveyMulti-year guaranteed annuities could help advisors attract those assets, Security Benefit and DPL Partners suggest.