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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
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Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
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Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
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A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
A deep dive into how advisors can best serve the evolving needs of their wealthiest clients
Tax Facts
Anticipate your clients' tax questions on Social Security, annuities and a range of investment products
Popular Financial Topics
Go deeper on emerging topics, as well as key firms and thought leaders
September 18, 2003 at 08:00 PM
NU Online News Service, Sept. 18, 2003, 3:09 p.m. EDT – Zurich Life, a unit of Bank One Corp., Chicago, has worked with the BISYS Group Inc., New York, to introduce TXLife, an automated system for feeding preliminary life application data into Zurich Life’s back-office computers.
Zurich Life can use the system to draw preliminary application data directly from general agents’ agency management systems, general agency Web sites and agent Web sites, the company says.
The Association for Cooperative Research and Development, Pearl River, N.Y., has certified the system, Zurich Life says.
Ken Olson, president of life brokerage at Zurich Life, says he hopes general agents who use the system will come to think of Zurich Life as their back office.
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