Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Tales From the Trenches: 9 Funny Stories I Couldn't Make Up
By Bryce SandersFrom two decades as an advisor and manager, some experiences I won't forget.
November 14, 2023
Only 19% of Investors Work With Their Parents' Advisor: CerulliFinancial pros can reinforce their value early in client relationships and in difficult periods, the research suggests.
November 14, 2023
Advisors Selling Annuities, Beware: CFP Standards and NAIC Annuity Sales Rules DifferWhen CFP Board rules are stricter than NAIC rules, CFPs must follow the higher standard of care.
November 14, 2023
15 Most-Searched Financial TopicsThousands every month seek clarity on these common and arcane terms. Are your clients among them?
November 14, 2023
Model, Stylist Sue Advisors Over Cash-Value Life AdviceThe plaintiffs assert that the financial pros locked them into unsuitable arrangements with their life insurance policies.
November 13, 2023
5 Tips for Helping Clients Reach Their Year-End Financial GoalsNew Year's Eve is just a little more than six weeks away.
November 13, 2023
Helping Business Owners Get the Most Out of Estate PlanningAdvisors can guide clients to ensure that they maximize the value of their business for themselves and heirs.