Continue The Relationship After The Succession
By Staff WriterContinue The Relationship After The SuccessionOne of the challenges advisors face as they work with business owners on their succession plan is maintaining a relationship ...
February 19, 2004
VA Guarantee Reserve Rules Still Being FramedVA Guarantee Reserve Rules Still Being Framed ByRegulators still are deciding how to frame the new reserve rules for variable annuity guarantees.Officials with the National ...
February 19, 2004
Real Estate Agents Fight OCC Bank RegulationNU Online News Service, Feb. 19, 2004, 2:39 p.m. EST -- Real estate agents are asking the government to protect them from national banks.[@@]The ...
February 19, 2004
A Fee-Only Planner RespondsTo The Editor: In his Dec. 22/29, 2003 column in National Underwriter, Jack Bobo criticizes "fee-only [financial] planners who do not disclose that they ...
February 19, 2004
Planning For When Business Owners RetirePlanning For When Business Owners RetireBuy-sell agreements are designed to facilitate the orderly transition of the ownership and management of a business. The typical triggering ...
February 19, 2004
New CRM Products Offer Better Integration, SynchronizationNew CRM Products Offer Better Integration, SynchronizationByDespite the tantalizing potential of customer relationship management (CRM) systems, many insurance industry participants say implementing CRM products is ...
February 19, 2004
Managing A Successful GA Transition"An institution is the lengthened shadow of one man." These words of Ralph Waldo Emerson can be viewed in the context of transitioning an agency ...
February 19, 2004
Problems To Avoid When Planning For The Succession Of An S-CorpByS-corporations continue to be a popular entity choice for owners of closely held businesses. Based on tax returns filed, more than 3 million S-corporations exist ...