Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Where Annuities Fit When You're Selling Up and Selling Down
By Bryce SandersFor a client with relatives to think about, the products can meet both simple and complicated planning needs.
January 28, 2026
CFP Board to Increase CE Requirements in 2027The board is also clarifying that competency to practice independently is not measured by the CFP exam alone.
January 26, 2026
Kitces.com Collabs With New Planner CollectiveThe organizations say they will work together to bridge the gap between academic preparation and real-world practice.
January 21, 2026
CFP Board Names New CEOK. Dane Snowden, who has been CFP Board's chief operating officer since 2023, will replace Kevin Keller.
January 20, 2026
Cassidy Named Head of SEC Exam DivisionThe agency veteran has been acting director since May 2024.
January 15, 2026
More Gen X Consumers Are ScaredThey are all at least 50, and a new Allianz Life survey report shows they're more nest-egg aware.
January 15, 2026
AmeriLife Taps Todd Buchanan to Lead Wealth DistributionThe former World Financial Group president will oversee relationships with 44,000 agents and advisors.
January 14, 2026
5 Ways Life Insurance and Annuities Fit Into Charitable GivingTo work with high-net-worth clients, learn how to help them support what they love.