Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
The Power of the Insurance Advisor Post-Mortem
By Lloyd LoftonTo make sales livelier, look at what's buried in your call recordings.
November 28, 2023
Best & Worst Digital Wealth Management Providers: J.D. Power, 2023Younger clients increasingly value the experience on full-service firms' websites and apps.
November 27, 2023
3 Lifestyle Changes for Clients Who Are New to WealthA penny protected is a penny earned.
November 27, 2023
Navigating Life's Toughest MomentsYou can help clients figure out which way to turn.
November 22, 2023
Does It Make Sense to Self-Fund Long-Term Care Expenses?A related question: Does it make sense for clients to commit to paying extra taxes?
November 22, 2023
Quiz: Can You Identify These Annuity Players?These are some of the people who shape the annuity market and make it go.
November 21, 2023
Advisor: DOL Rollover Fee Disclosure Plan Would Hurt AnnuitiesThe higher cost of annuities versus other options could deter investors, says the president of LCM Capital.
November 21, 2023
How to Add 12 or More Good Prospects in 6 MonthsIf you want different results, try different strategies. Here are some ideas.