Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
6 Ways to Make a Friend a Prospect
By Bryce SandersThe first rule is to avoid asking your friend to be your prospect.
August 21, 2023
SEC Brings First Marketing Rule Action; Firm to Pay $1MTitan Global Capital Management's violations included the misleading use of hypothetical performance metrics in ads, the SEC said.
August 18, 2023
New York Life Donates $200K to Maui Wildfire ReliefThe life insurer has also pledged to match up to $100,000 in employee donations.
August 17, 2023
Carol Harnett, Council for Disability Awareness President, DiesHarnett helped insurers promote the idea of insuring workers' ability to earn a living.
August 16, 2023
8 Big Things Clients Don't Know About Estate Planning, Long-Term Care and ProbateAdvisors who can help their clients avoid common pitfalls can deliver significant value throughout the estate planning process.
August 15, 2023
Life Settlement Firms Wrestle for Your Clients' PoliciesOne has added a policy owner self-service site. Another is highlighting advisor compensation.
August 15, 2023
CFP Instructor: Choose Your Clients CarefullyWant to give advice that works? Hanna Ogle of the University of Texas recommends advising the right people.