Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Morningstar Rolls Out Advisor Software Suite
By Dinah Wisenberg BrinDirect Advisory Suite aims to streamline such tasks as conducting research, generating client proposals and building portfolios.
January 07, 2025
How Do You Get Clients to Care About the Future?A Prudential planner has tips for making a distant retirement year come into focus.
January 06, 2025
AmeriLife to Acquire Crump LifeCrump has relationships with about 31,000 financial professionals.
January 06, 2025
10 Useful Phrases to Get Clients to ActSometimes they need to have an "aha" moment. You can help them get there.
January 03, 2025
ChatGPT Answers a Question About Life InsuranceAn experienced advisor assesses the AI's answer to a common consumer question.
January 02, 2025
American College Launches Donor-Advised Fund Training ProgramThe inaugural set of in-person education sessions will be held in Dallas in April.
January 02, 2025
Prudential Welcomes Babies Born Jan. 1 With $150 ChecksThe company wants the first "Generation Beta" parents to know the power of compounding.
December 31, 2024
Offer Fee-Only Advice at the Worksite: WealthrampCEO Pam Krueger thinks that 401(k) plan participants should be able to meet a real holistic planner.