Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Reaching the Millennial market
By Tyler FileHere's how to harness Millennials enthusiasm about their finances into an advisory role.
May 28, 2015
Citizenship and work habits: Do your job -- all of it!How would your report card look today for the job you do as a financial planner, insurance agent, investment advisor, etc.?
May 28, 2015
4 new (and surprising) facts about retirement securityAdvisors take note: Americans are retiring earlier than expected, are happy about annuities and love your advice.
May 27, 2015
Deflategate: One bad ethics decision is one too manyGraying the edges of an ethical decision wont put most of us on the front page of every major newspaper, but it can create an unintentional pattern or consequence.
May 27, 2015
SEC should require political-spending reports, ex-chairs sayThey pointed to a record 1.2 million comment letters supporting a 2011 petition by a group of securities law professors as evidence that the agency should act.
May 27, 2015
U.S. probes banks’ roles in FIFA marketing corruption scandalThe U.S. is examining banks conduct as part of a wide-ranging corruption probe of international soccer.
May 27, 2015
The politics of repealing the estate taxForceful, bully-pulpit statements might be enough, under the right circumstances, to repeal the estate tax again come 2017.
May 27, 2015
Men vs. women: Who knows more about their finances?Millennial women and men reported lower confidence in their financial decisions when compared with older generations, the survey found.