Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
The Compliance Test Opportunity
By Katie SheligaTurn retirement sponsors' pain into a conversation.
May 03, 2022
Understanding IRMAA: A Medicare Customer QuestionSome of your clients may end up paying more than others for part of Medicare.
May 03, 2022
You're Asking the Wrong Question About LeadsThe author makes the case against starting with the word "how."
May 02, 2022
Test How Angry That Retirement Planning Client Really IsHere are seven fury-gauging questions, based on new survey data.
April 29, 2022
New Medicare Plan Regs Add Third-Party Marketing RulesFirms involved in lead generation, marketing sales and enrollment will all be TPMOs.
April 29, 2022
Joshua Police to Lead Boston Mutual Individual Sales: Personnel MovesTransamerica has a new workplace solutions head, and SE2 has a new CEO.
April 29, 2022
An Advisor's Guide to WillsMaking sure clients are prepared is the most critical service you can provide.
April 29, 2022
Talk with Accountants About Life Settlements NowThey know about events and changes that could lead to policy sales.