Finetre (Nee AnnuityNet) Looks To 529s, Funds And Life Insurance
By Trevor ThomasNU Online News Service, Nov. 10, 2003, 6:29 p.m. EST -- The same ease of online processing that AnnuityNet Inc. and Info-One/VARDS brought to ...
November 09, 2003
Survey Indicates Some Insurers Might Limit Product GuaranteesSurvey Indicates Some Insurers Might Limit Product GuaranteesByThe investment slump of the past few years may have changed the way U.S. life insurance executives think ...
November 09, 2003
He May Be My Brother, But He Is Getting HeavyHe May Be My Brother, But He Is Getting HeavyIf the life insurance industry seriously intends to pursue optional federal chartering, then it needs to ...
November 09, 2003
IRS Issues Guidance On Partial 1035 Exchanges Of AnnuitiesIRS Issues Guidance On Partial 1035 Exchanges Of AnnuitiesThe IRS has issued guidance on partial 1035 exchanges of annuities and also has said it is ...
November 09, 2003
Financial Planning For Older Clients: What Needs To Be ConsideredWhen it comes to financial planning, people generally want the same things as they reach their older years.They would like an income that will support ...
November 09, 2003
Heed The Power of The Middle MarketByChicago Before Michael Keller joined Farmers New World Life, Mercer Island, Wash., he was "all about trying to move up from the middle market."The vice ...
November 09, 2003
What To Advise Senior Clients With Existing Life InsuranceWhat To Advise Senior Clients With Existing Life InsuranceDuring estate plan reviews of senior clients, they will often ask, "What should I do with my ...
November 09, 2003
IBM And Callidus Ally On Incentive Compensation SolutionsIBM And Callidus Ally On Incentive Compensation SolutionsAs part of its broader strategy toward marketing through verticals, IBM has entered a global strategic alliance with ...