Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
8 Local Influencers You Need to Know
By Bryce SandersKnowing the right people means your name could be at the top of the list when an individual asks for advisor referrals.
July 19, 2023
7 Good Times to Ask Friends for BusinessYou've developed friendships with wealthy prospects. Here's how, and when, to tactfully make the ask.
July 19, 2023
Insurance Regulators Wrestle With AI SupervisionAn NAIC panel wants insurers to monitor vendors' systems as well as their own.
July 18, 2023
Offering Multiple Product Versions May Discriminate, N.Y. Official WarnsAdrienne Harris, the state's superintendent, said insurers have to make their product menus fair.
July 13, 2023
MassMutual Adds an Annuity Cushion for the AnxiousThe company put a Cboe Vest buffer fund on the investment options menu.
July 11, 2023
Want More Business? Be the Red CrayonA sales coach has a marketing lesson based on what you learned in kindergarten.
July 10, 2023
19 Prospecting Mistakes to AvoidThese missteps can put a quick end to a budding relationship with a prospect.
July 07, 2023
California Replaces a Trust Investment LawThe update could make managing the assets in clients' trusts more flexible.