Work On Interstate Compact Work Proceeds As Summer Meetings Near
By Jim ConnollyWork On Interstate Compact Work Proceeds As Summer Meetings NearByEfforts to develop product standards and to continue educating legislators on the need for a single ...
May 18, 2003
Microsoft Beefs Up CRM OfferingByMicrosoft Corp. has picked Avaya Inc., Basking Ridge, N.J., to help it beef up the ability of its new Microsoft customer relationship management software to ...
May 18, 2003
The Boomers Are Coming: Strategies For PlannersThe Boomers Are Coming: Strategies For PlannersByIf someone dressed up like Paul Revere on horseback and galloped down the halls of most financial planning companies ...
May 18, 2003
How High Performers Achieve SuccessHow High Performers Achieve SuccessBy"This is the hardest business to make $25,000 and the easiest to earn $100,000 a year." So claimed a speaker at ...
May 18, 2003
Vendors Offer Workflow SolutionsBy Gary S. MogelFrom client prospecting to billing to final claims resolution, agency management systems give agents and brokers the ability to track, document and ...
May 18, 2003
How To Maximize Your Clients Credit Shelter TrustHow To Maximize Your Clients Credit Shelter TrustBy Mark A. TeitelbaumWith the continued uncertainty surrounding the future of estate taxes, many advisors remain at a ...
May 18, 2003
Nine Mistakes To Avoid When Marketing To SeniorsNine Mistakes To Avoid When Marketing To SeniorsBy Wilma G. AndersonLike constructing a building, you make a sale by building it brick by brick. But ...
May 18, 2003
P-C ACORD-XML Standards AdvanceByIf I could characterize the past year, it would be the time when "the rubber met the road." ACORD XML Standards and real-time delivery capabilities ...