Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Consumers Question Whether Annuity Issuers Will Pay Promised Benefits: Study
By Allison BellThe economsts think sales might double if consumers trusted the products.
April 22, 2026
How RIAs, Other Advisors Work With Clients on Retirement Planning: SurveySome 40% of financial professionals believe that 30% or more of their clients spend less than they prudently can.
April 22, 2026
7 Tactful Phrases to Get Your Point AcrossSaying the right thing can be the difference between alienating a prospect and landing a new client.
April 22, 2026
When Volatility Rises, Ladders Add StabilityThese investment strategies can also address interest rate risk.
April 22, 2026
How to Help Business Owner Clients Slow the Executive ExodusOne good way may be to offer the executives better retirement benefits.
April 21, 2026
Number of CFP Board Exam Takers Hits All-Time HighNearly 4,440 sat for the certification test in March, the largest field ever, and two-thirds passed.
April 21, 2026
5 Ways to Ask for the OrderThere comes a time in the client relationship when you need them to sign on the dotted line.
April 17, 2026
Ric Edelman to Head New Financial Planning SchoolEdelman Financial Engines has committed $10 million to establish Rowan University's new School of Financial Planning.