Does Do Not Call Apply To Your Clients?
By Barry HigginsByWhile many registered reps may feel that the Federal Trade Commission's Do Not Call Registry doesn't apply to them, a closer look at the wording ...
July 20, 2003
Agents Are Finding Innovative Ways To Store DataAgents Are Finding Innovative Ways To Store DataByAfter the laptop on which James Cotto stored his data crashed, he realized he needed a reliable backup ...
July 20, 2003
Simplify Life Policy Processing? You BetByInsurance agents, their clients, and yes, insurers too, have long wrestled with the challenges of an underwriting and issue process that is slow and aggravating, ...
July 20, 2003
The Value of Generational MarketingByFor insurance marketers, reaching the right customer with an appropriate offer at the most opportune time is a top priority. But its not something that ...
July 20, 2003
Advising On Guarantees: Legal IssuesAgents, planners and advisors should be aware of three major considerations when clients call you on the fly with questions about life insurance. 1) Who ...
July 20, 2003
Proposal To Require ID Photocopies Has Problems, Insurance Groups SayProposal To Require ID Photocopies Has Problems, Insurance Groups SayByWashington Requiring financial institutions such as insurance company broker-dealers to obtain photocopies of customer identification documents ...
July 19, 2003
Ways And Means Amends H.R. 1776, Brings In CopsNU Online News Service, July 18, 2003, 11:14 p.m. EDT -- The House Ways and Means Committee has approved an amended version of H.R. ...
July 18, 2003
IRS Summarizes Proposed 401(k) Plan, 457 Plan ChangesNU Online News Service, July 18, 2003, 3:43 p.m. EDT -- The Internal Revenue Service briefly explains the proposed changes to the 401(k) plan ...