Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Jeffrey Levine: 5 Secrets to Making the Most of a Last-Ditch Income Strategy
By Jeff BermanSOSEPPs, also known as 72(t) payments, provide early access to retirement savings, but the hazards are many.
August 03, 2022
Is Actionable Intelligent Conversation a Necessity?Twenty years ago, you could just call someone up. Today…
August 01, 2022
New York Asks Life Insurers for Disaster Plan UpdatesAgents and advisors can use the department's disaster prep questionnaires, too.
August 01, 2022
7 Reasons Friends Want to Do Business With YouThe author makes the case against walling off your business and personal lives.
July 29, 2022
Independent RIAs, Clients' Annuities and Fiduciary ControlOne possible solution could be using an outsourced insurance desk.
July 29, 2022
Bryan Hunsaker to Lead Integrity Marketing Contact Centers: Executive ChangesHunsaker will oversee about 3,000 contact center agents.
July 28, 2022
House-Passed H.R. 3962 Would Ease Online NotarizationsThe bill could make completing some types of life and annuity transactions online simpler.
July 27, 2022
Ameriprise Sees 11% Increase in Advisor ProductivityLife and annuity sales fell as the company continued to turn away from benefits guarantees.