Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Senators Attack Retail Medicare Agent Call Recording Requirement
By Allison BellS. 5149 would exclude "independent agents and brokers" from the requirements starting Jan. 1, 2023.
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.
November 08, 2022
Fear, Confusion Hold Back Long-Term Care Planning: OneAmericaAbout 28% of older American polled in a recent survey have not spoken with anyone about long-term care planning.
November 08, 2022
Demon Seed: The Adversary of Succession PlanningYou can help with succession planning. If the client will let you.