Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
When the Women of Insurance Move Into Financial Planning
By Margie BarrieCarson Group's report on gender discrimination in wealth management found bias and a recognition of the problem.
February 07, 2024
Life Happens to Stick With Influencer-Based StrategyBrian Steiner, the nonprofit's new leader, believes that social media regulars help the group reach more market nooks.
February 06, 2024
9 Ways to Connect With the Wealthy Without Being PushyHow can you interact in wealthy circles without looking like you are trying too hard?
February 06, 2024
'Annuity King' Gets 15-Year Sentence, Files AppealPhillip Roy Wasserman, convicted of defrauding insurance company investors, is set to begin serving time Feb. 23.
February 05, 2024
The Biggest Roadblock Keeping Wealthy Investors From Hiring an AdvisorDIY investors are increasingly looking for advice, but one big concern is giving many of them pause, Cerulli finds.
February 01, 2024
Judge Approves $6.3M Forfeiture for 'Annuity King'Phillip Roy Wasserman predicts he'll win on appeal.
January 31, 2024
Grange Holdings Sues Kansas City Life Over NameThe complaint filed in an Ohio court involves a life insurance unit that changed hands.
January 30, 2024
5 Secrets to Profitable Facebook Ads for Financial AdvisorsFacebook, obsolete? Not for life and annuity prospects.