Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Mariner Signs On With Fidelity’s AI-Based Lead-Gen Platform
By John ManganaroCatchlight uses artificial intelligence to enrich, analyze and score leads for growth-oriented wealth management firms.
December 11, 2024
States to Federal Medicare Program Managers: Please Talk to UsConsumers are not the only ones who sometimes feel lost in the enrollment maze.
December 11, 2024
Long-Term Care Hybrids Help Stand-Alone Policy Sales, Executive SaysKen Latus, the head of Northwestern Mutual's LTC subsidiary, sees some clients using multiple products.
December 10, 2024
Number of CFP Exam-Takers Sets New HighThe pass rate for the November exam was 62% with the second-largest number of people taking it.
December 04, 2024
Tax Planning Opens a Door for Insurance Wealth Managers: KPMG StrategistLife and annuity advisors should flourish in the new one-stop-shop world, Brian Dunham predicts.
December 04, 2024
Web Broker Asks Regulators to Ease Medicare Enrollment DeadlineBeneficiaries on the phone waiting for help at midnight Dec. 7 should get relief, eHealth's CEO says.
December 02, 2024
8 Ways to Raise Your Visibility Over the HolidaysWhen everyone else is taking it slow, you have a chance to shine.
November 27, 2024
More Than 60 Brokers Hit With FINRA Sanctions Over CE CheatingAnother individual completed the required training on the brokers' behalf, FINRA says.