Wealth Managers Make Up Most Of High-Net-Worth Advisors
By Trevor ThomasBySeventy-eight percent of registered investment advisors serving affluent clients are wealth managers rather than money managers or market timers, finds a new study by the ...
October 27, 2002
Phoenix Looks To Expand In The Bank MarketByMichael J. Gilotti admits the Phoenix Companies, Hartford, Conn., is not a big player in life insurance in the bank channel at the moment. But ...
October 27, 2002
Industry Says There Is No Authority To Limit Split-Dollar Tax StatusByWashington The Treasury Department and Internal Revenue Service have no authority to limit the tax-free nature of life insurance death benefits related to a split-dollar ...
October 27, 2002
What My Survey Revealed About LTC Market Trends TodayWhat My Survey Revealed About LTC Market Trends Today ByI was asked to give a speech this year on long-term care insurance market trends. To ...
October 27, 2002
Boomers Are Doing U-Turns On Aging, RetirementBoomers Are Doing U-Turns On Aging, RetirementByOver the past four years, insurance and financial services marketers have been quietly dropping boomer lingo from materials they ...
October 27, 2002
Profile The LTC Insurance BuyerIf youre selling long-term care insurance protection, youll find this statistic, courtesy of the U.S. Census Bureau, relevant to your prospecting: Every second, an American ...
October 27, 2002
Belly Button CultureWith all of the distractions that abound and the Niagara flow of information coming out of the various media, how does one go about getting ...
October 27, 2002
In Aging America, Income Annuities May Provide Solutions People NeedThe clients answer to my question was unforgettable. He had been sitting silently for 45 minutes while his son listed each of the fathers assets ...