Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
New York's Annuity Replacement System Is Too Slow, Lawmakers Say
By Allison BellTheir reasoning may spell trouble for product comparison requirements at the purchase stage.
May 19, 2025
7 Things the Wealthy Say About Their SpendingSmall talk could give you hints about how they handle their finances.
May 12, 2025
10 Mistakes That Erode RelationshipsDon't be that advisor, or friend, who only gets in touch when they want something.
May 12, 2025
CFP Board Rolls Out AI-Powered Exam Prep ToolThe exam prep tool is a “game changer” for CFP candidates, says CFB Board CEO Kevin Keller.
May 09, 2025
6 Keys to Keeping the Relationship When Your Client DiesDeveloping bonds with heirs starts long before everyone is leaving the cemetery after the funeral.
May 05, 2025
Life Insurance Brokers Need DOL AttentionThe author makes the case for changing how the federal government regulates independent life insurance brokers.
April 22, 2025
Corporate Volunteers Can Transform Financial FuturesOne way to build the market of the future is to talk to students about the idea of saving money today.