Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Preparing Employer-Plan Clients for the Form 5500 Audit Process
By Katie SheligaThis is a key moment that can strengthen or weaken your relationships with these clients.
August 01, 2022
New York Asks Life Insurers for Disaster Plan UpdatesAgents and advisors can use the department's disaster prep questionnaires, too.
August 01, 2022
7 Reasons Friends Want to Do Business With YouThe author makes the case against walling off your business and personal lives.
July 29, 2022
Independent RIAs, Clients' Annuities and Fiduciary ControlOne possible solution could be using an outsourced insurance desk.
July 29, 2022
Bryan Hunsaker to Lead Integrity Marketing Contact Centers: Executive ChangesHunsaker will oversee about 3,000 contact center agents.
July 28, 2022
House-Passed H.R. 3962 Would Ease Online NotarizationsThe bill could make completing some types of life and annuity transactions online simpler.
July 27, 2022
Ameriprise Sees 11% Increase in Advisor ProductivityLife and annuity sales fell as the company continued to turn away from benefits guarantees.
July 27, 2022
Integrity Marketing to Acquire Annuity Designer AnnexusAnnexus has helped create the U.S. nonvariable indexed annuity and indexed universal life markets.