Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
PeopleSoft Debuts Online CRM Tools
By Ara C. TremblySan Antonio PeopleSoft Inc. has launched PeopleSoft 8 Customer Relationship Management (CRM), which it said is "the industrys first pure Internet CRM solution."The new application--actually ...
June 27, 2001
Lutheran Fraternal Societies Agree To MergeNU Online News Service, Jun 27, 7:22 p.m. -- The Aid Association for Lutherans, Appleton, Wis., and the Lutheran Brotherhood, Minneapolis, say they hope ...
June 25, 2001
Transamerica Names Two Senior Vice PresidentsNU Online News Service, June 25, 11:30 a.m. -- Transamerica Occidental Life Insurance Company, Kansas City, says it has named Frank LaRusso and Frank ...
June 25, 2001
Protegrity Partners With INSUREtrustNU Online News Service, June 25, 11:30 a.m. -- Protegrity Inc., Stamford, Conn., a provider of solutions that protect franchise data, today announced that ...
June 21, 2001
Build Your Practice With Small Business Owners Through Employee BenefitsI would like to examine the expanding market with small business owners and how the skills developed in selling life insurance can be used ...
June 21, 2001
Finding And Keeping The Right StaffWhen you started out as an agent, did you dream of screening resumes, creating a sick leave policy, and overseeing a payroll? Probably not! ...
June 18, 2001
LifeMasters Contracts With BCBS of TennesseeNU Online News Service, June 18, 10:05 a.m. -- LifeMasters Supported SelfCare Inc., Irvine, Calif., says it has hired BlueCross BlueShield of Tennessee, Chattanooga, ...
June 12, 2001
Sunshine Introduces Online Products For AgentsNU Online News Service, June 12, 1:10 p.m. -- Sunshine State Insurance Company, Ponte Vedra Beach, Fla., has introduced advanced Internet technology to its ...