Some Banks Target Affluent Clients
By Trevor ThomasByBank producers need to keep a number of points in mind if they want to sell more life and health insurance products to affluent ...
October 16, 2003
New Survey Quantifies Cultural Divide Between Banks And InsurersNew Survey Quantifies Cultural Divide Between Banks And InsurersByThe perception of insurers is that banks lack of senior management support, commitment to production goals and ...
October 16, 2003
Independent Inventors Get Lions Share Of Insurance Industry PatentsIndependent Inventors Get Lions Share Of Insurance Industry PatentsByPart of a Series Independent inventors are getting 75% of all newly issued patents in the insurance ...
October 16, 2003
Turn Banks Into Allies To Pursue The Ultra-AffluentTurn Banks Into Allies To Pursue The Ultra-AffluentIn the past, to successfully work with ultra-affluent clientele, a top insurance producer only had to distinguish himself ...
October 16, 2003
Selling Insurance In Banks: It's More Than ReferralsSelling Insurance In Banks: Its More Than ReferralsByI frequently have conversations with both insurance company executives looking to distribute life insurance through banks as well ...
October 16, 2003
Experts See Split-Dollar OpportunitiesByWith the Treasury Departments release of final regulations covering split-dollar, many producers are trying to figure out what to do with clients who have existing ...
October 15, 2003
North American Names Ridlehuber PresidentNU Online News Service, Oct. 15, 2003, 4:56 p.m. EDT -- North American Company for Life and Health Insurance, Chicago, has hired Ron Ridlehuber ...
October 15, 2003
California Blue Shield To Market BISNet Web ServicesNU Online News Service, Oct. 15, 2003, 11:23 a.m. EDT -- Blue Shield of California, San Francisco, has agreed to market Web services from ...