Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
How to Make Sales Easier
By Sandy SchusselThink your problem is closing? The author begs to disagree.
November 30, 2023
Consumer Reps Ask States to Change Annuities' FacesAdvocates Birny Birnbaum and Brenda Cude say product illustrations make hypothetical returns look too pretty.
November 30, 2023
16 Nonverbal Cues to Watch for in Your Next Sales MeetingBody language, both yours and your prospect's, can make or break your meeting.
November 29, 2023
FINRA Fines Ex-Morgan Stanley Employee for Using Cell Phone During Series 7 ExamThe employee used his phone despite telling the proctor it was in another room, according to FINRA.
November 28, 2023
The Power of the Insurance Advisor Post-MortemTo make sales livelier, look at what's buried in your call recordings.
November 28, 2023
The Importance of Knowing Agents Outside Your OfficeThey can provide support, advice and a reality check.
November 28, 2023
What if AUM Isn't the Best Measure of a Retirement Nest Egg?There's more to retirement planning success than maximizing a client's pile of stocks, bonds and other assets.
November 28, 2023
Best & Worst Digital Wealth Management Providers: J.D. Power, 2023Younger clients increasingly value the experience on full-service firms' websites and apps.