Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
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.
December 31, 2024
Longevity Tech Keeps Conversations Flowing, Life Brokerage CEO SaysChad Druvenga maintains that higher-net-worth clients are even more interested in the topic.
December 31, 2024
What Clients Really Ask Accountants About AnnuitiesThe classics, like tax benefits or income deferral, never go out of style.
December 31, 2024
How to Save Life InsuranceNew York Life executive Todd Taylor says marketers must take a two-track approach to reaching younger consumers.
December 23, 2024
Mid-Career Adults Face 19% Increase in Death RateThe major drivers appear to be drug overdoses, alcohol and cardiovascular problems.
December 20, 2024
The Future of RIA Annuity Distribution Has Arrived: David LauFee-based advisors are poised for a deeper embrace of annuities, the DPL chief says.
December 20, 2024
The CMS 2026 Proposed Rule Could Shake Your WorldIf you help clients with Medicare plans, life could soon become more complicated.