Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
The Four Buckets After COVID-19
By Ethan LohrHow a second-generation financial professional learned to accept the word "annuity."
June 27, 2025
7 Indicators of Clients' Current Level of FearInvestors have been through a lot. They must be calm this time. Right? Well ...
June 26, 2025
How Going Out for Lunch Counts as ProspectingYou've heard of the One Card System? Why not try the One Diner System?
June 23, 2025
Meet the First Tax Planning Certified ProfessionalsThese self-professed lifelong learners mastered the American College’s newest certification course in mere months.
June 18, 2025
Top 12 Metro Areas for Finding Self-Employed ClientsIn these markets, plenty of high-income business owners are already making heavy use of financial services.
June 17, 2025
Buy Other People's CompaniesMergers and acquisitions are the (sometimes bumpy) fast lane for financial professionals who want growth.
June 17, 2025
Will Longevity Disrupt Traditional Retirement?Well, yeah. But everything may work out well, if clients understand what's happening.