Serving an Empowered Clientele
By Warren S. HerschThe national spotlight on same-sex marriages this year has heightened interest in financial planning among gays and lesbians. But producers aiming to penetrate this market ...
June 30, 2004
Same-Sex I-Dos Make Insurers Grapple With The How-TosByWhile a newly released survey suggests that a sizeable number of companies are giving serious thought to spousal benefits for same-gender spouses, insurers say that ...
June 30, 2004
Now Is The Time To Seriously Consider Cash Value Life InsuranceNow Is The Time To Seriously Consider Cash Value Life InsuranceIt seems to be one of the rules of economics that consumers tend to purchase ...
June 30, 2004
New Hardware Manages Paper-based Documentsby Ara c. TremblyWhile today?s document management systems focus on documents in electronic form, insurance and most other businesses still have to deal with at ...
June 30, 2004
Heres The Whats-In-It-For-Me When Agents Confront TeleunderwritingHeres The Whats-In-It-For-Me When Agents Confront TeleunderwritingBy"Describe the impact teleunderwriting has had on your company."That was a question posed at a recent meeting in Boston. ...
June 30, 2004
Why Didn't Burt Tell Us to Buy Whole Life?In 1970, I met with Dr. Dan for the purpose of estate and business planning. He was 40 years old and had an optometry office. We agreed that he needed $300,000 of protection. I suggested whole life. He explained that he had a profit-sharing plan and
June 29, 2004
Special Needs Advisor Joins ConsortiumNU Online News Service, June 29, 2004, 6:42 p.m. EDTEhlert Financial Group Inc., Vernon Hills, Ill., has agreed to join M Financial Group, Portland, ...
June 29, 2004
MetLife Loses Board Member To United NationsNU Online News Service, June 29, 2004, 5:03 p.m. EDTMetLife Inc., New York, has lost one of its most famous board members because he ...