Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Senate Notarization Bill Could Simplify Digital Business
By Allison BellA California notary group worries it could increase the risk of identity theft.
April 27, 2023
AmeriLife Responds to Lead Regulation ShiftAmeriLife has enlisted the help of a lead supplier to cope with the new federal Medicare Advantage program lead-generation rules.
April 27, 2023
12 Best & Worst BD Stocks: Q1, 2023Some broker-dealers and financial firms found themselves caught up in the fallout from Silicon Valley Bank's March collapse.
April 26, 2023
How to Train Your Friends and Clients to Give You ReferralsMake sure they know when to tell your story.
April 26, 2023
We Must Have More AdvisorsA top Northwestern Mutual executive believes the answer lies in the mission.
April 26, 2023
Don't Let Record Sales Fool You: The Annuity Industry Is StuckThe author probes behind the surface and sees… a mess.
April 26, 2023
Client Sues Allstate Over Use of Marketing SoftwareThe plaintiff says keystroke recording without adequate disclosures violates California privacy laws.
April 24, 2023
The Life Insurance Shopping Path Is Too QuietData can locate the clients who should be applying for coverage, and aren't.