Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Help Clients Avoid the IRS 'Dirty Dozen'
By Lloyd LoftonThe end of the year is a great time to warn people about major tax traps.
November 14, 2022
5 Things That Cost Wealthy People a LotWealthy prospects don't mind spending money, but they hate wasting it. Help them save money and you'll gain their respect.
November 09, 2022
Voters Return 3 State Insurance Commissioners to OfficeMassachusetts voters have set a minimum loss ratio for dental insurance.
November 08, 2022
Fear, Confusion Hold Back Long-Term Care Planning: OneAmericaAbout 28% of older American polled in a recent survey have not spoken with anyone about long-term care planning.
November 08, 2022
Demon Seed: The Adversary of Succession PlanningYou can help with succession planning. If the client will let you.
November 08, 2022
AmeriLife Agrees to Acquire Allianz Life Distribution ArmTruChoice and its Inforce affiliates have relationships with about 4,000 financial professionals.
November 07, 2022
3 Types of Advisors You Need on Your TeamClassifying individuals by these skills and work styles can help you identify the right financial advisors.
November 04, 2022
Don't Let the Fraudsters WinA life insurance security expert wants you to help prevent client account takeovers.