Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
The most terrifying acts of life insurance fraud
By Warren S. HerschEach year, the most common types of life insurance fraud result in billions of dollars of losses.
October 30, 2015
Agent: HealthCare.gov cancellation service is lousyB. Ronnell Nolan can't get anyone to help her clear up clients' problems.
October 30, 2015
Robo-advisors: Just another distribution channel?Conflicting revenue sources, self-dealing, and low client care standards. As Barbara Roper says, "Hows that any different from the rest of the financial services industry?"
October 30, 2015
FINRA orders 5 firms to pay restitution to retirement fundsThe Financial Industry Regulatory Authority has ordered 5 firms to pay more than $18 million in restitution to customers.
October 30, 2015
Make simplicity your goalHow do you present something as complex as a financial plan in a way that's simple to understand?
October 29, 2015
Great examples of rocking the business boatThose companies that embrace that change or better, start the process themselves will come out on top.
October 29, 2015
Great examples of rocking the business boatThose companies that embrace that change or better, start the process themselves will come out on top.
October 29, 2015
Sen. Warren slams annuity providers, sellers for ‘conflicts of interest’Warren says companies provide $17 billion in direct or indirect kickbacks to advisors who sell annuities; industry groups question her conclusions.