Example 2
By Staff WriterPaul Kirsanovs employer offers a qualified defined benefits plan that provides annual retirement benefits equal to 60% of final salary.Based upon his current salary ...
June 10, 2001
The Illusion Of Alternate Distribution SystemsOver the past several years I have read so many articles regarding the displacement of the agent or predictions of who will become formidable competition ...
June 10, 2001
The Ultra-Affluents' Core Characteristics That Advisors Should KnowThe Ultra-Affluents' Core Characteristics That Advisors Should KnowByOne billionaire commands in excess of $1,000 million in net worth, which can easily generate $50 million in ...
June 10, 2001
Senators See No Action This Session On Reversing Tax Bill's SunsetSenators See No Action This Session On Reversing Tax Bill's SunsetByWashington Now that President Bush has signed the controversial $1.35 trillion tax relief bill, the ...
June 10, 2001
AIG Offers Personal Security Services To Wealthy ClientsAIG Offers Personal Security ServicesTo Wealthy ClientsByWealth clearly has its benefits, but there are also pitfalls to having all those riches.The obvious precaution is insurance ...
June 10, 2001
AgentAdvisors: Use Technology To Become Relationship ManagersAgent/Advisors: Use Technology To Become Relationship ManagersByHeres a hypothetical case study. A customer with a special need contacts a life insurance agent. The customers child ...
June 10, 2001
Notification Is Just The Tip Of The Privacy IcebergNotification Is Just The Tip Of The Privacy Iceberg "The bad news is that there is a whole new world of [privacy] compliance and you ...
June 10, 2001
SEC Mulls Oversight Of Financial Web PortalsByOfficials at the U.S. Securities and Exchange Commission are wondering whether they should regulate financial Web portals.SEC officials are happy to see financial portals such ...