Sales

Trusted Choice® Launches Evolving Market Toolkit

The toolkit helps Big “I” member agencies navigate new market headwinds with updated strategies for client communication, renewal and retention, and operational efficiency.

Inside the 2026 Agency Universe Study 

On this episode of Agency Nation Radio, Will Jones, editor-in-chief of Independent Agent magazine, chats with Kristina Witzling, executive vice president from Zeldis Research, to unpack the results of the 2026 Agency Universe Study.

Turning Early Engagement Into Long-Term Loyalty

Wealth inheritors need guidance to fully understand the value and responsibility that comes with wealth. Advisors can facilitate clear communication and education well before wealth transfer.

3 Workflows That Are Stealing Your Day

By spending less time on administrative work, independent agents can dedicate more energy to supporting clients and strengthening relationships.