Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
CFP Exam Pass Rate Hits 65% in March
By Melanie WaddellThat's an increase over the November 2021 pass rate of 58%.
April 21, 2022
The Annual Census: An Opportunity to Add Benefits ClientsSometimes, what counts is the ability to count.
April 21, 2022
Globe Life Sees Agent Recruitment ImprovingUnemployment is low, but Larry Hutchison says many good people are still underemployed.
April 20, 2022
CFP Board Hikes Certification Cost, Adds New CE FeeThe new fee on CE providers will raise costs for CFPs, Michael Kitces says.
April 20, 2022
Life Insurers Are Testing Low-Code and No-Code Programming SystemsAite-Novarica says chatbots and AI systems that can handle unstructured text are also hot.
April 20, 2022
Most Robo-Advisor Users Have Human Advisors: MDRTThe group found that human-only advisory clients are much more common than robo-only clients.
April 19, 2022
Let's Change Our Young People's Financial TrajectoryA Jackson executive wants you to volunteer for Junior Achievement.
April 19, 2022
Brand Loyalty Is Your SuperpowerTo keep that superpower, and wield it, you need great customer service.