Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
How to fix the insurance industry's reputation
By Lynette GilThe road to success is paved with passion, leadership and hard work, three things that Brian Willet is teaching his advisors.
May 20, 2016
Treasuries in biggest weekly slide since November on Fed outlookFutures traders see a 30 percent probability that Federal Reserve officials will boost rates when they meet next month.
May 20, 2016
17 unexpected expenses in retirementHelp clients learn about these potentially unforeseen retirement costs, which can cause both major and minor financial fallout.
May 20, 2016
4 threats to the insurance industry: tax reform (and 3 others)Tax reform legislation has been a top priority for the Republican Party and, in particular, House Speaker Paul Ryan.
May 20, 2016
3 rich sources of overlooked leadsHere are three ways to mine those "lost" sales opportunities.
May 20, 2016
Here are 2 good answers to "I've got an advisor"Your script needs to use language that clearly states you do not intend to replace a prospect's current professional team.
May 20, 2016
Here are 2 good answers to "I've got an advisor"Your script needs to use language that clearly states you do not intend to replace a prospect's current professional team.
May 19, 2016
6 DOL fiduciary tasks to tackle before first deadlineAdvisory firms have a lot to do between now and April 10, 2017.