Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
California Governor Signs Annuity Best Interest Sales Rule Bill
By Allison BellGavin Newsom's support for the NAIC approach could stop the DOL fiduciary definition proposal.
February 29, 2024
The Trends Driving 2024 RIA Dealmaking, in 5 ChartsThe next-gen talent shortage is starting to hit hard, DeVoe & Co. finds.
February 26, 2024
8 Ways to Ask For ReferralsSo, you've thought about who you can ask. Here are ideas about how to ask.
February 26, 2024
Are Clients Who Need Life Settlements Passing You By?Your competition for the policy sale is out there on TV.
February 26, 2024
Investment Fears in a Presidential Election YearOne goal for you may be to keep clients' money working during confusing times.
February 23, 2024
California Legislature OKs Annuity Sales Rule UpdateApproval gives Gov. Gavin Newsom a chance to weigh in on financial services regulation.
February 22, 2024
Prudential Hit by Ransomware GroupThe life and annuity issuer reports that the scope of the data breach seems to be limited.
February 22, 2024
19 Ways to Meet the Wealthy This SpringWith a little research and imagination, there are lots of places to find new prospects.