Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
What RIAs Should Know About Data-Based Marketing
By John ManganaroAsset managers and investment banks use data-driven marketing to great effect. Experts say RIAs can do the same.
September 18, 2024
Why Ultra-High-Net-Worth Clients Should Consider 831(b) PlansOne reason to self-insure big risks is to avoid claim time surprises.
September 16, 2024
SelectQuote Sees Drop in Medicare Plan Sales Due to Payment DelayThe agency will enter the annual enrollment period with fewer new agents than it wanted.
September 16, 2024
'Sandwich Generation' Women Want Financial Advice: StudyThe caregiving burden can also affect women's personal health and sense of purpose, Edward Jones reported.
September 16, 2024
In-Plan Annuity Uptake May Still Depend on Advice: Sri ReddyA Principal executive looks at defined contribution plan participant inertia.
September 16, 2024
Life Insurers Face a Young Consumer Awareness Gap: CapgeminiSamantha Chow believes that marketing woes will hurt insurers' efforts to tap the trillions soon to be transferred.
September 13, 2024
What's the Difference Between an Advisor, a Planner and an Agent?A life insurance sales veteran addresses the matter of title fog.
September 12, 2024
Top 12 States for Retirement Income NowThe Census Bureau has posted torrents of new data about how Americans are doing.