Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
What You Think and What Retirement Clients Want Are Different
By Richard J. Leider and Suzanne NormanTwo Retirement Income Institute fellows have looked at the survey data and found gaps.
September 20, 2022
Help Clients Reassess Their Life Insurance PoliciesOne reason: Some clients may still list ex-spouses as their primary beneficiaries.
September 20, 2022
Retirement Income Planning? What's That?What some participants in a new Kiplinger's-Athene survey said about their retirement strategy might surprise you.
September 19, 2022
10 States With the Highest Super Earner CutoffsTo rank in the top 5%, households in these states had to make a minimum of $465,000.
September 19, 2022
Clients Need Help With This One Powerful Threat: Martin PowellThe pandemic has been a wake-up call for clients to the importance of retirement planning safety nets, says the annuity distribution chief.
September 16, 2022
TIAA Names a Retirement Thought Leader: Executive ChangesSurya Kolluri will be the new head of the TIAA Institute.
September 15, 2022
Agency-Building Skills Power a Candidate's Statewide CampaignJanice Law Robinson says her sales and marketing experience has been helpful.
September 15, 2022
How Advisors Can Use UX to Delight ClientsUser experience is a term most commonly applied to website design, but its applications extend much further.