Tools of the Trade
By Staff WriterLIn part I, we discussed the reasons for the changing nature of estate planning. We argued that many wealthy clients are examining their estate plans...
December 30, 2002
Agency Puts Military W-2s OnlineNU Online News Service, Dec. 30, 10:13 a.m. -- The Defense Finance and Accounting Service is putting W-2 forms online this year for millions ...
December 30, 2002
Security National Acquires Acadian Life PoliciesNU Online News Service, Dec. 30, 9:54 a.m. -- Security National Life Insurance Company, a unit of Security National Financial Corp., Salt Lake City, ...
December 30, 2002
Sun Life Financial To Complete Clarica AcquisitionNU Online News Service, Dec. 30, 3:04 p.m. -- Sun Life Financial Services of Canada Inc., Toronto, says its Sun Life Assurance Company of ...
December 30, 2002
Older Workers Lag In Retirement PlanningNU Online News Service, Dec. 30, 1:23 p.m. -- Employees over age 50 may be having even more trouble planning for retirement than younger ...
December 30, 2002
Merrill Lynch To Combine Mercury, Merrill FundsNU Online News Service, Dec. 30, 4:11 p.m. -- Merrill Lynch & Company Inc., New York, says it will be combining its Mercury family ...
December 29, 2002
Some Standouts Among The TurkeysNU Stock Analyst Thanksgiving for investors in insurance stocks was close to a balanced meal. We ate the turkey--it was delicious--and picked at the feathers. ...
December 29, 2002
Index Annuity Sales Hit New Quarterly Record Of $3.3 BillionByIndex annuity sales hit another quarterly record in the 3rd quarter, according to The Advantage Group, a St. Louis, Mo., index annuity tracking service.Total sales ...