Whos Watching The Board?
By Staff WriterAt a time when corporate board members are being spotlighted following the fiasco at Enron and other financially troubled firms, it was alarming to hear ...
May 18, 2003
MetLife Catastrophic Benefit Rider Pays In Addition To Base DI BenefitByTraditionally, disability income policies do not pay more than the monthly benefit amount stated in the contract.But some insurers are deciding that additional benefits might ...
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 ...