Cross-Sell To Your Clients, But Don't Oversell Your Ability
By Staff WriterCross-Sell To Your Clients, But Dont Oversell Your AbilityBy Charles R. DuncanSo, you really want to cross-sell? Youre convinced that customers want a central source ...
May 25, 2003
Convergence Products DevelopSlowlyBy Robert M. BaranoffTheres convergence, and then theres product convergence. Theres a fair amount of the first but still very little of the second. Thats ...
May 25, 2003
Recognizing What Is Patentable In An Insurance ProductRecognizing What Is Patentable In An Insurance ProductByPart Three of a Series One television network used the idea that if you hadnt seen its programming ...
May 25, 2003
Integrated Financial Services: The New Client Preference ModelIntegrated Financial Services: The New Client Preference ModelBy Christopher W. TomecekThe past three years have been difficult ones for professionals and clients in almost every ...
May 25, 2003
Time For A Fresh StartbyOne of the most disturbing problems of the past 10 years has been the decline in membership and influence of the American Council of Life ...
May 25, 2003
Dividend Proposal Leaves Out VAsByWashington The life insurance industry took a hit at the hands of Congressional tax writers when they agreed on a $350 billion tax cut that ...
May 25, 2003
Separately Managed Accounts Not Just For Wire Houses AnymoreByNew York In the separately managed account industry, major wire houses have long held the majority of the assets. And while this will likely continue ...
May 23, 2003
Clark Consulting Raises $15 MillionNU Online News Service, May 23, 2003, 11:13 a.m. EDT -- Clark Consulting Inc., Barrington, Ill., says it will pay off some of the ...