Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Longevity Tech Keeps Conversations Flowing, Life Brokerage CEO Says
By Allison BellChad Druvenga maintains that higher-net-worth clients are even more interested in the topic.
December 23, 2024
Mid-Career Adults Face 19% Increase in Death RateThe major drivers appear to be drug overdoses, alcohol and cardiovascular problems.
December 20, 2024
The Future of RIA Annuity Distribution Has Arrived: David LauFee-based advisors are poised for a deeper embrace of annuities, the DPL chief says.
December 20, 2024
The CMS 2026 Proposed Rule Could Shake Your WorldIf you help clients with Medicare plans, life could soon become more complicated.
December 20, 2024
7 Reasons Some Current Clients Become Former ClientsOne great way to build a great client base is to keep the clients.
December 17, 2024
CFP Board Seeks Feedback on Competency StandardsProposed changes include the education, experience, examination and continuing education requirements.
December 17, 2024
Mariner Signs On With Fidelity’s AI-Based Lead-Gen PlatformCatchlight uses artificial intelligence to enrich, analyze and score leads for growth-oriented wealth management firms.
December 12, 2024
7 Reasons Owning Insurance May Be Preferable to Investing for SomeFor some clients, paying to put assets in a life or annuity package could make sense.