Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
New Bill Allows 529 Plans to Be Tapped for CFP, CPA Exams
By Melanie WaddellThe bill would allow use of college savings plan money to pay for maintaining postsecondary credentials.
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.
April 11, 2023
Don't Punish 60 Million Medicare Beneficiaries Because of Joe NamathProposed changes would harm consumers by creating confusion, frustration and delays during the enrollment process.
April 11, 2023
13 Phrases That Lead to 'Aha' MomentsA picture is worth a thousand words, but sometimes a few are all you need to get your point across to a client.
April 11, 2023
How Many CFP Exam Takers Passed the Latest Test?A record number of candidates sat for the most recent certification exam, according to the CFP Board.