Arizona Updates LTC Insurance Law
By Allison BellArizona Updates LTC Insurance LawByArizona Gov. Janet Napolitano, a Democrat, has signed a bill that updates Arizonas long term care insurance laws to include consumer-protection ...
May 25, 2003
Teaming Dynamics Are Key To Convergent PracticeBy Jack J. Desemar Jr.The concept of teaming is becoming the dominant method to accomplish comprehensive--or convergent--financial planning.Teaming is the concept of different advisors from ...
May 25, 2003
Trust, Securities, Insurance Pros Must Learn To Work 'Cheek By Jowl'Trust, Securities, Insurance Pros Must Learn To Work Cheek by By Heywood SloaneUnderstanding the complexity of securities, insurance and trust professionals working together requires taking ...
May 25, 2003
Marketing Convergently? Consider ThisBy Timothy K. TraynorFinancial convergence is, at its core, a marketing issue. To be effective in convergent marketing, however, producers and financial services companies need ...
May 25, 2003
DAlessandros Pay Hike Too Extravagant, Critics SayByDavid DAlessandro, chief executive officer of John Hancock Financial Services, Inc., Boston, has come under fire from two industry analysts for receiving a pay raise ...
May 25, 2003
Members' Bottom Line A Key Concern Of NAIFA's Transformation PlanMembers Bottom Line A Key Concern Of NAIFAs Transformation PlanByCreating member benefits that "help add to our members bottom line" is the central thrust of ...
May 25, 2003
Allstate And Fidelity Retain Leads In Dalbar Web Site RankingsAllstate And Fidelity Retain Leads In Dalbar Web Site RankingsByAllstate Financial, Northbrook, Ill., remained at the top of Dalbar Inc.s list of leading life insurance ...
May 25, 2003
Cross-Sell To Your Clients, But Don't Oversell Your AbilityCross-Sell To Your Clients, But Dont Oversell Your AbilityBy Charles R. DuncanSo, you really want to cross-sell? Youre convinced that customers want a central source ...