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By Staff WriterAdvisors Used by HNW Business Owners Receive Advice From... Primary Advisor Is... Accountant 50% 15% Lawyer 39% 5% Full-Service Broker ...
October 19, 2005
JPMorgan Seeks Buyer For Life Subsidiary: ReportL43Morgan_tt 22 ll.--Slug--go page xx, with --xxx linesBanner: MERGERS & ACQUISITIONSJPMorgan Chase & Co., New York, plans to sell its life insurance and annuity ...
October 19, 2005
NASD May Charge MetLife Over 529 Plan SalesThe National Association of Securities Dealers will probably charge MetLife Inc.'s securities unit with failing to supervise adequately the sale of 529 college savings ...
October 19, 2005
Centralizing Client Data Pays DividendsInsurers are drowning in customer information, but coordination can be trickyIt is no secret that customers are an insurance company's most valuable asset and ...
October 19, 2005
Hartford Cuts Medical Eams For Many ApplicantsHartford Financial Services Group says it has eliminated requirements for medical examinations and tests for many life insurance applicants.The initiative is part of a ...
October 19, 2005
Using Products In New Ways To Serve Unmet Client NeedsNew YorkUsing products in new ways to serve client needs is a topic that was threaded through a number of sessions during the annual ...
October 19, 2005
Wright Rises At AXAA major financial services distribution organization has promoted a retail distribution specialist.[@@]AXA Advisors L.L.C., New York, has named Robert Wright Jr. division president for ...
October 19, 2005
MultiPlan Teams With HealthASPeA giant health care provider network is working with a company that processes incoming medical claims to reach out to independent benefit plan administrators.[@@]MultiPlan ...