Tapping Into Middle America
By Melanie WaddellAfter seven years of watching clients approaching retirement waltz into his office with no previous history of working with an advisor, Frank L. Netti, a...
June 01, 2003
Survivorship Life For the SqueamishLife insurance distributors increasingly are taking a closer look at the survivorship stand-by trust (SST) as a flexible alternative to standard estate planning techniques in...
June 01, 2003
A Big Name Cools on SchwabEditor's Note: This is a corrected version of part I of the Gluck Report for June 2003. It replaces a version that was earlier posted...
May 30, 2003
GE Financial Names National Retirement Sales ManagerNU Online News Service, May 30, 2003, 3:30 p.m. EDT -- GE Financial, Richmond, Va., has named Adam Rochlin to be the national sales ...
May 30, 2003
UnumProvident To Cut Individual-Product Field SupportNU Online News Service, May 30, 2003, 12:08 p.m. EDT -- UnumProvident Corp., Chattanooga, Tenn., says it will be moving away from providing field-office ...
May 30, 2003
Principal Rolls Out 401(k) Plan Education ProgramNU Online News Service, May 30, 2003, 11:22 a.m. EDT -- Principal Financial Group Inc., Des Moines, Iowa, is introducing "Hire to Retire," a ...
May 30, 2003
Bank One To Buy Zurich LifeNU Online News Service, May 30, 2003, 5:33 p.m. EDT -- Bank One Corp., Chicago, has agreed to buy Zurich Life, Schaumburg, Ill., the ...
May 30, 2003
UICI To Dispose Of Senior Market DivisionNU Online News Service, May 30, 2003, 3:57 p.m. EDT -- UICI, North Richland Hills, Texas, says it will be getting rid of a ...