Speed To Market Strategy: Tailor Product Filings To Each State
By Sandra K. MeltzerSpeed To Market Strategy: Tailor Product Filings To Each StateIn our fast paced world and changing financial environment, the pressure to get insurance products to ...
February 03, 2002
Siebel Unveils New CRM Software SuiteSiebel Systems, Inc. has announced the release of Siebel 7, the seventh version of its CRM solution for financial services.According to San Mateo, Calif.-based Siebel, ...
February 03, 2002
Strategies For A Safe-Money MarketplaceStrategies For A Safe-Money MarketplaceBe a mentor: My role is not to please clients but to guide them, using facts and information to temper their ...
February 03, 2002
Two's A Crowd For One-Person 401(k)sByFinancial advisors should think carefully before enrolling self-employed clients in the new one-person 401(k) plans, says Principal Financial Group.The plans could generate huge tax savings ...
February 03, 2002
What Do You Say To Clients Who Want Safety?What Do You Say To Clients Who Want Safety?"Many mutual fund investors feel theyve been slapped in the face," says Daniel Mulheran."Not only did their ...
February 03, 2002
Annuitization Rates Are Inching Up, But What Will Take Them HigherAnnuitization Rates Are Inching Up, But What Will Take Them Higher?Although lifetime income is unique to annuities among financial products, this feature has not been ...
February 03, 2002
Two Generations Thinking More About Life InsuranceByRarely does an opportunity present itself to record a significant shift in priorities among populations within a relatively short period of time.But, this was recently ...
February 03, 2002
Insurers Feel The Guarantee SqueezeBySqueezed by falling interest rates, insurers are now approaching state legislators and regulators in order to change minimum guarantees that will need to be paid ...