Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
9 New Annuity Jokes
By Allison BellWhen market volatility bugs you, it's time to nurture your inner toad.
November 23, 2022
Should the DOL Limit Annuity Sales Commissions?Our two Tax Facts authors debate whether proposed regulations limiting commissions are in the best interest of clients.
November 22, 2022
Medicare Marketing Rules Look Wimpy: Ari ParkerChapter's advisor trainer sees calmer ads but little increase in consumer support.
November 19, 2022
Help Clients Avoid the IRS 'Dirty Dozen'The end of the year is a great time to warn people about major tax traps.
November 17, 2022
12 Reasons Investors Would Move All Their Assets to One AdvisorSometimes all the advisor has to do is ask.
November 15, 2022
New York Proposes Cybersecurity Rule UpdateRequirements may ease for former insurance brokers but tighten for big companies.
November 14, 2022
5 Things That Cost Wealthy People a LotWealthy prospects don't mind spending money, but they hate wasting it. Help them save money and you'll gain their respect.
November 09, 2022
Voters Return 3 State Insurance Commissioners to OfficeMassachusetts voters have set a minimum loss ratio for dental insurance.