Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Millennials overtake baby boomers
By Dan CookThe millennials are taking over! The millennials are taking over!
April 26, 2016
A timely discussion of all things "fiduciary"Listen and learn about what it means to be a fiduciary, how problems and challenges crop up and a few ways to handle them.
April 26, 2016
Confidence high in indexed annuity productsThe majority of respondents to a Saybrus Partners study expect indexed annuity sales to increase during the next year.
April 26, 2016
7 time-tested disability insurance sales tipsYou have more to fear than fear itself, but controlling fear could help.
April 26, 2016
Use jargon with your prospect; lose the saleFor many of us, knowledge and specialized lingo are powerful ... in costing us business.
April 25, 2016
Diamond Teams: Successful Advisory Firms Are Works in ProgressPerhaps the biggest mistake advisory firm owners make is to assume there is a model or a template for building a successful advisory firm.
April 25, 2016
Getting '100% of women' to make a financial plan: BNY MellonThe firm aims to help advisors speak intelligently with female prospects and encourage all women to get a financial plan.
April 25, 2016
U.S. Treasury takes a stand for transparencyIn the wake of the Panama Papers, the U.S. Treasury announced that it would put forward a rule to compel U.S. banks to identify the people who use shell companies when they try to open accounts.