Running Your Business
Insights on how to run an insurance agency, along with coverage of agency management and agency technology news.
Equitable Eyes DOL's Fiduciary Rule Approach
By Allison BellBut to many industry, consumer and regulator groups, the regulation drafts look similar to the 2016 effort.
October 30, 2023
Advisor's Popular Podcast Tackles Hot Financial TopicsOn "What Dewey Do?," born out of the 2020 market crash, Dewey Steffen discusses investing, AI and more.
October 30, 2023
FTC to Create Public Data Breach Website for Some Financial FirmsOfficials hope a public database will spur consumers to do more to protect their data.
October 30, 2023
Where You Eat Lunch Can Help You Get BusinessNeed to feed your client list? Feed a prospect.
October 25, 2023
14 Steps for Financial Advisors to Move to a Higher LevelWhy accept where you are now? Why not rise?
October 25, 2023
Clients Need Firm Medicare Marketing Rules: David LunaThe former police officer sees the changes helping local agents compete with call centers to guide plan decisions.
October 24, 2023
Life Insurers Search for Ways to Better Protect the WorldAmy Friedrich a speaker at LIMRA's latest conference, said financial services marketers have work to do.
October 23, 2023
Clients Are Asking AIs for Investment Ideas: Nationwide Tech ChiefEmerging systems could generate personalized annuity recommendations, says Jim Fowler, Nationwide's chief technology officer.