Client holiday party ideas
By Staff WriterGo on a tour. Visit a winery, a museum, a famous athletic venue or any other popular local attraction. Attend a holiday concert. Buy a block of tickets to a performance of the Nutcracker or another seasonal event. Tie in a charity. Do
November 12, 2007
Greg VerfaillieCurian Capital recently named Greg Verfaillie as senior vice president and national sales manager. Formerly divisional vice president for the West region, Verfaillie will assume national responsibility for the company's internal and regional
November 12, 2007
Elizabeth A. WardSpringfield, Mass.-based MassMutual Financial Group recently appointed Elizabeth A. Ward as senior vice president and chief enterprise risk officer. As head of enterprise risk management, she will have responsibility for all elements of strategic
November 12, 2007
Family businesses and estate planningNearly 1/3 of family business owners have no estate plan beyond a will.* 54%: Percentage of family business owners who indicate a clear understanding of estate taxes.* Fewer than 1/2 of family business owners who expect to retire in f
November 12, 2007
Five steps to successful prospectingProspecting cannot be sporadic. It must be a regular part of your business - just like quoting, follow-up case management and customer service. By establishing a disciplined approach to marketing, agents can establish a regular flow of leads that
November 12, 2007
What Fiduciary Means Right NowOne day last week over breakfast, I was watching CNBC as I usually do, when I noticed the Dow Futures were down 126 points due...
November 11, 2007
Planning Must Be RealisticAs we close the books on the year nearly over, and before we open a new chapter in the upcoming year, it is a good ...
November 11, 2007
Destructive ObsessionsRecently one of our neighbors shared with me an article written by her teenage daughter, Katie, for her high school newspaper. The article was titled ...
Commentary