Agents Await Online Document Management Programs From Carriers
By Caroline McdonaldAgents Await Online Document Management Programs From Carriers ByOnline document management programs now being marketed to insurers appear to be a win-cubed situation for agents, ...
June 02, 2002
Asset Allocation Seen As Risk-ReducerByLake Buena Vista, Fla. Asset allocation is getting a makeover, in a sense.At an annuity conference here, speakers devoted an entire panel to the topic, ...
June 02, 2002
Forms Management Software Cuts Errors And Saves TimeForms Management Software Cuts Errors And Saves TimeByThe point of forms management software for the insurance industry is not just reproducing the form itself, notes ...
June 02, 2002
Document Systems Yield High ROIFor document management systems vendors the "number one competitor" is this idea: "Lets hire 25 more people to handle the work," notes John Sarich, insurance ...
June 02, 2002
Group Says Estate Tax Repeal Is Not FairByWashington With a vote looming in the Senate on permanent repeal of the estate tax, the group Responsible Wealth is conducting an aggressive campaign urging ...
June 02, 2002
Documentation Support Products Perform Many And Varied FunctionsDocumentation Support Products Perform Many And Varied FunctionsByDocumentation support software products may save users time and money, but they vary widely in price, function and ...
June 01, 2002
What's In That Black Box?Advisors should understand the rocket science fueling the Monte Carlo engine they choose. Jerry Wagner of www.NETirement.com has posted critical comments about some of his...
June 01, 2002
The IA Interview: Defining the ProfessionOne nice thing about the Financial Planning Association's annual retreat is that it lets advisors get away from their day-to-day concerns and focus on long-term...