Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
DOL Releases Final Fiduciary Rule
By Melanie WaddellThe new rule fixes ERISA's "shortcomings," says the head of the Employee Benefits Security Administration.
April 17, 2024
8 Reasons Why Clients Need a Live Insurance AgentSure, you now know how to meet online. But meeting face-to-face may lead to a better fit.
April 16, 2024
New York Couple Sues Over Life Premium Finance Collateral CallsThe Aronsons thought $1.5 million in collateral would be enough. Then conditions changed.
April 16, 2024
Transamerica Hires Former Crump Life CEORobert Carney will head individual life and annuity distribution.
April 16, 2024
HealthCare.gov Blasts Reports of Unauthorized Plan SwitchingOfficials are asking consumers to call about surprise coverage changes.
April 15, 2024
Pass Rate and Turnout Grow for CFP ExamThe March 2024 test was administered to 3,683 candidates, breaking the record set a year ago.
April 15, 2024
To Grow Your Practice, Market to WomenThe financial planning primary contact numbers tell a sad story.
April 11, 2024
5 Ways to Use Testimonials & Boost Your Client ExperienceFrom collecting testimonials to showcasing them, these steps can help you deepen your relationship with clients.