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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
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
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
August 11, 2004 at 08:00 PM
NU Online News Service, Aug. 11, 2004, 4:15 p.m. EDT
Massachusetts Mutual Life Insurance Company has upgraded its producer Web site to make it easier to generate client reports.[@@]
MassMutual, in Springfield, Mass. has added a portfolio audit and account review (PAAR) feature to its producer Web site, know as FieldNet, used by more than 8,000 company agents and support staff. The improvements let them prepare in minutes reports it used to take them hours to do, the company says. Among other things, the site enables agents to summarize their clients’ MassMutual investment and insurance portfolios or quickly aggregate family policies.
The aim of PAAR is to give producers more time with clients and help them identify product gaps in client portfolios, MassMutual says.
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