Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
New York Life Donates $200K to Maui Wildfire Relief
By Allison BellThe life insurer has also pledged to match up to $100,000 in employee donations.
August 15, 2023
Life Settlement Firms Wrestle for Your Clients' PoliciesOne has added a policy owner self-service site. Another is highlighting advisor compensation.
August 15, 2023
CFP Instructor: Choose Your Clients CarefullyWant to give advice that works? Hanna Ogle of the University of Texas recommends advising the right people.
August 14, 2023
8 Situations Where the Right Words Can Win Over a ClientThese phrases can help create "aha" moments for your clients.
August 10, 2023
Fed Seeks Life Insurance Experts for Advisory PanelCurrent members of the 21-seat committee include executives from companies like Equitable and Prudential.
August 04, 2023
The DOL Should Drop Its Fiduciary Rule ProjectThe CEO of IRI makes the case that it's time to focus on enforcing existing rules.
August 04, 2023
How Global Citizens Changed My BusinessMany high-net-worth prospects need help with protecting assets in two or more countries.
August 04, 2023
Research Suggests 2 Keys to Solving the Annuity PuzzleUnless retirees understand how a product works and its benefits, they aren't likely to buy it.