Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Cerulli Sees In-Plan Annuity Sales Problem
By Allison BellTraditionally, annuity sellers have been different from defined contribution plan servicers.
October 03, 2022
Life and Annuity Talking Points for the FallThe leaves are changing. So are some clients' and prospects' coverage needs.
September 30, 2022
The Time to Buy Annuities for Retirement Is Now: Jim WagnerThe annuity distributor sees clients' risk of running out of money as a constant.
September 29, 2022
Life and Annuity Advisors Wake Up to Hurricane Ian DevastationNAIFA has kicked off the response by activating its member support fund.
September 27, 2022
Lawmakers Try Again on Medicare End-of-Life Planning BenefitS. 4873 would let Medicare pay social workers, but not financial planners, for care planning services.
September 27, 2022
5 Worst States for Working-Age Deaths in AugustFor people ages 25-64, the number of deaths was 6.1% than in August 2019, before COVID-19 showed up.
September 23, 2022
Pacific Life Names an In-Plan Annuity Leader: Executive ChangesMichael Oler has been a retirement income product manager at T. Rowe Price.
September 23, 2022
What You Think and What Retirement Clients Want Are DifferentTwo Retirement Income Institute fellows have looked at the survey data and found gaps.