Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
December 10, 2024
Number of CFP Exam-Takers Sets New HighThe pass rate for the November exam was 62% with the second-largest number of people taking it.
December 04, 2024
Tax Planning Opens a Door for Insurance Wealth Managers: KPMG StrategistLife and annuity advisors should flourish in the new one-stop-shop world, Brian Dunham predicts.
December 04, 2024
Web Broker Asks Regulators to Ease Medicare Enrollment DeadlineBeneficiaries on the phone waiting for help at midnight Dec. 7 should get relief, eHealth's CEO says.
December 02, 2024
8 Ways to Raise Your Visibility Over the HolidaysWhen everyone else is taking it slow, you have a chance to shine.
November 27, 2024
More Than 60 Brokers Hit With FINRA Sanctions Over CE CheatingAnother individual completed the required training on the brokers' behalf, FINRA says.
November 26, 2024
Medicare Advantage Agents Should Tell Consumers About Medigap: CMSOfficials want people to understand just how narrow their window to sign up for flexible gap-filler coverage is.
November 25, 2024
Fee-Based Annuity Sales Are Heating Up: FIDx ExecScott Bowers expects recent deals to greatly expand the platform's fee- and commission-based transaction volume.
November 21, 2024
Schwab Reviewing Advisor Network Referral FeesThe firm says it will be transparent with advisors in the program as any decisions are made.
November 18, 2024
10 Reasons Friends and Family Members Need InsuranceIf you've been advised to sell to your favorite people, fear not: You're helping them meet real needs.
November 18, 2024
Businesses Can Use Life Settlements, TooFor these clients, knowing when to keep a policy and when to sell it could help the bottom line.