Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
The Life Insurance Shopping Path Is Too Quiet
By Jeff PiotrowskiData can locate the clients who should be applying for coverage, and aren't.
April 20, 2023
New Bill Allows 529 Plans to Be Tapped for CFP, CPA ExamsThe bill would allow use of college savings plan money to pay for maintaining postsecondary credentials.
April 18, 2023
To Build Financial Success, Reach OutA Jackson executive hails the power of personal relationships.
April 18, 2023
6 Ways to Help Clients Navigate LayoffsYou can make a difference in the hard times, too.
April 18, 2023
4 Ways to Show Prospects Your Unique ValueStart by looking at, and then explaining, what it is that makes you uniquely qualified as a financial professional.
April 13, 2023
Capital Group to Launch 3 More Active ETFsThe parent company of American Funds says the ETFs are the first of several new strategies, with more set to launch in the fall.
April 13, 2023
McKinsey Sees 45% Drop in Insurtech ACA Exchange ParticipationNational insurers' marketplace footprint increased by 28%.
April 13, 2023
Financial Pros Often Downplay Life Policy Investment Features: SurveyLIMRA and Ernst & Young found that agents and advisors focus mainly on the death benefits.