Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
The Life Settlement Industry Must Have Speed and Transparency
By Wm. Scott PageThe author sees a future with no room for slow shell games.
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.
November 10, 2023
State of Maine MOVEit Breach Exposes 1.3M People's DataSome records exposed included driver's license numbers and Social Security numbers.
November 08, 2023
Likely and Unlikely Places Agents Mingle With the WealthyTo serve the high-net-worth market, you need to know HNW people.