Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Don't Let Record Sales Fool You: The Annuity Industry Is Stuck
By Michael KazanjianThe author probes behind the surface and sees… a mess.
April 24, 2023
The Ten Commandments of Getting More ClientsThe first rule of business growth: Thou shalt have a successful prospecting strategy.
April 20, 2023
D.C. Health Exchange Needs Broker Identity Theft PosseA breach exposed 56,415 users' personal information. Few have signed up for protection.
April 20, 2023
New Bill Allows 529 Plans to Be Tapped for CFP, CPA ExamsThe bill would allow use of college savings plan money to pay for maintaining postsecondary credentials.
April 18, 2023
To Build Financial Success, Reach OutA Jackson executive hails the power of personal relationships.
April 18, 2023
6 Ways to Help Clients Navigate LayoffsYou can make a difference in the hard times, too.
April 18, 2023
4 Ways to Show Prospects Your Unique ValueStart by looking at, and then explaining, what it is that makes you uniquely qualified as a financial professional.
April 13, 2023
Capital Group to Launch 3 More Active ETFsThe parent company of American Funds says the ETFs are the first of several new strategies, with more set to launch in the fall.