Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
The succession planning mirage, and the alternative
By Michael E. KitcesIndustry studies still find the overwhelming majority of advisors have no succession plan. Is the succession planning crisis actually a mirage?
October 15, 2014
It isn’t always about meritThe departure of Jay Wintrob goes to show that no good deed goes unpunished.
October 15, 2014
5 reasons why consumers flunk LTC planningSloth, denial and tight budgets may not be the only villains.
October 15, 2014
Do you know how you won?Do you know how you won over your last prospect? Your future depends on the answer to this important question.
October 14, 2014
Insurance vs. investment IFPs: Some differences highlightedMore than half of clients (54 percent) of advisors with an investment focus have investable assets topping $249,000.
October 14, 2014
Advisors’ solutions and partners: a changing landscapeThe joint LIMRA-NUL IFP study offers key insights into the evolution of IFPs' practices and some intriguing findings.
October 14, 2014
Most IFPs are nearing retirement ageNearly 1,000 IFPs responded to a comprehensive, online survey jointly sponsored by LIMRA and National Underwriter.
October 14, 2014
Bringing the next wave of IFPs to the disciplineHere's your 11-point checklist for attracting to new independent financial professionals to the field.