Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Life Insurers Still Expanding Electronic App Use: Equisoft
By Allison BellThe firm also sees carrier interest in measurement and analytics tools.
August 11, 2022
Help Retirement Plan Sponsors With Notice Delivery RequirementsWhen employers are wrestling with mailing lists, they might want to hear about a better way.
August 10, 2022
Web-Based Life, Health and Annuity Distributor Raises $15MModern Life plans to go beyond plain term life vanilla.
August 08, 2022
3 Ways to Make an Instant ConnectionWant to leave the Zoom bubble and … talk to people? In person? Here's how.
August 08, 2022
3 Steps to Better Client RelationshipsGenerational insights should help open channels of communication, not substitute for a deep look at clients' specific goals and needs.
August 04, 2022
Jeffrey Levine: 5 Secrets to Making the Most of a Last-Ditch Income StrategySOSEPPs, also known as 72(t) payments, provide early access to retirement savings, but the hazards are many.
August 03, 2022
Preparing Employer-Plan Clients for the Form 5500 Audit ProcessThis is a key moment that can strengthen or weaken your relationships with these clients.
August 03, 2022
The Fatal Flaw in Your Retirement Plan's Target Date FundsIn a high-inflation environment, the investment strategy of today's TDFs fails to help retirees meet their need for income preservation.