Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
How Life and Annuity Sites Phone Home
By Karen ValdezIn many cases, they communicate through APIs.
January 26, 2023
Web-Based Life Marketer Sues Swiss ReHuklberry says a subsidiary of the reinsurer was slow to develop its part of a quick policy sales system.
January 26, 2023
FINRA Asks Members to Check RILA DisclosuresExaminers will also review marketing to customers who already own variable annuities.
January 25, 2023
Why Standard Deductions Will Fit Most ClientsEven if you are not a tax advisor, knowing the basics can help.
January 24, 2023
Medicaid Program Managers Will Be RobocallingThe FCC has given HHS permission to use automated communications systems to warn enrollees who are at risk of losing coverage.
January 23, 2023
Longtime Health Agent Group CEO to Leave PostThe group now known as NABIP says that, at the end of the year, Janet Trautwein will "pursue other opportunities."
January 23, 2023
Life Insurance's 'New Normal' Is a Major Opportunity for Modern Financial AdvisorsThe CEO of a new life distributor says distributing life insurance is far less arduous than it once was.
January 19, 2023
The Retirement Plan OpportunityA veteran in the market says business owner and executive clients might welcome your advice.