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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
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
January 26, 2005 at 07:00 PM
NU Online News Service, Jan. 26, 2005, 5:03 p.m. EST
Vertafore Inc., Windsor, Conn., is setting up a new division.[@@]
Vertafore, a company that has focused on developing software for property-casualty insurance agencies, has formed the Vertafore Benefits unit to get into the business of automating benefits agencies and brokerage firms.
The new unit, which will be based in New Port Ritchey, Fla., will be led by S. Stuart Spector, an executive who formerly worked for Benelogic L.L.C., Timonium, Md.
The new unit will sell one system that agencies can use to sell and manage policies and a second system that can handle benefit plan administration.
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