Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Advisor's Popular Podcast Tackles Hot Financial Topics
By Jane Wollman RusoffOn "What Dewey Do?," born out of the 2020 market crash, Dewey Steffen discusses investing, AI and more.
October 25, 2023
14 Steps for Financial Advisors to Move to a Higher LevelWhy accept where you are now? Why not rise?
October 25, 2023
Clients Need Firm Medicare Marketing Rules: David LunaThe former police officer sees the changes helping local agents compete with call centers to guide plan decisions.
October 24, 2023
Life Insurers Search for Ways to Better Protect the WorldAmy Friedrich a speaker at LIMRA's latest conference, said financial services marketers have work to do.
October 23, 2023
Clients Are Asking AIs for Investment Ideas: Nationwide Tech ChiefEmerging systems could generate personalized annuity recommendations, says Jim Fowler, Nationwide's chief technology officer.
October 19, 2023
16 Groups of Prospects to Talk to NowThe best leads are often the ones standing right in front of you.
October 17, 2023
Regulators, Groups Fight Over AI Rule FitInsurers want some stretch. New York wants insurers to run specific types of statistical tests.
October 16, 2023
Orphaned Life Insurance Policies Can be a Life Settlement GoldmineHere's a way to solve problems clients might not know that they have.