Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Crashing the boys’ club: How female millennials can break into the advisory industry
By Emily ZulzTwo women at the helm of a new initiative at Lincoln Financial Network offer advice on how to last and prosper.
August 11, 2015
Clients don't want to hear your sales pitchPeople dont like to be sold, but they love to buy.
August 11, 2015
The top 5 fixed annuity benefits to discuss with clientsThe opportunity to make investments with a guaranteed minimum rate of return is just one of the reasons why fixed annuities are gaining steam.
August 11, 2015
Google Creates New Company Called Alphabet, Restructures StockRuth Porat, ex-CFO of Morgan Stanley, is set to be CFO of both the new and old firms
August 11, 2015
6 types of loyal customersThese six types of customers can apply to just about any business, but how do you convert them into the ultimate loyal clients?
August 10, 2015
Variable annuity surrender charges overstatedMost people who redeem the full or partial principle invested in variable annuities face no fees, study says.
August 10, 2015
Panelists say DOL arbitration provision must goThe first morning of the Department of Labors public hearing on its proposed conflict-of-interest rule brought attention to a provision that could protect advisors from the plaintiffs bar.
August 10, 2015
Senate’s Warren seeks review of bank message system after finesU.S. Senator Elizabeth Warren wants financial regulators to examine whether a group of banks new messaging system can be used to circumvent compliance.