Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Schwab Reviewing Advisor Network Referral Fees
By John ManganaroThe firm says it will be transparent with advisors in the program as any decisions are made.
November 13, 2024
ACORD Completes New Standardized Life Insurance ApplicationThe form could help clients avoid delays and paperwork problems — if issuers adopt it.
November 12, 2024
App Uses Pill Bottles to Look Up Medicare Drug PricesThe creator of CheckRx is the 18-year-old son of two longtime Medicare advisors.
November 12, 2024
Women May Hate Life Underwriting Exams More Than Men DoFor survey participants, that was the biggest gap in life insurance purchasing preferences.
November 08, 2024
Medicare Market Turmoil Boosts ShoppingBut some distributors are gone, and one market survivor acquired a 400-agent rival for free.
November 08, 2024
Which Asset Classes Are Best for Active Management?NDW Prospecting: Active vs. Passive in 3Q24 and the Long-term
As we typically do each quarter, today we revisit the debate between active and passive…
November 06, 2024
5 Ways Trump's Election Could Affect Life and Annuity PlayersThe climate for rollover sales standards and federal estate taxes will change.