Life Premiums Through Banks Rose 44% In 1st Half Of 2002
By Kenneth KehrerLife Premiums Through Banks Rose 44% In 1st Half Of 2002ByBanks and thrifts sold new life premium of $314 million during the first six months ...
October 13, 2002
Treasury Grants A One-Time Exception As 72(t) Rules Are ModifiedByThe Treasury Department is lending a hand to early retirees who may have been bitten by the downturn in the equities markets.Revenue Ruling 2002-62 makes ...
October 13, 2002
Banks Set Sights On Small Business Retirement PlansBanks Set Sights On Small Business Retirement PlansByMany banks see a huge opportunity in selling retirement plans to small to midsized businesses, experts say."If you ...
October 13, 2002
What Banks Can Learn From Insurers About CRMAnd Vice VersaByNow that the Gramm-Leach-Bliley Financial Services Modernization Act of 1999 has allowed banks of all sizes to sell insurance services, how much progress has really ...
October 13, 2002
Some Basics For Creating Successful Strategic Alliances With CPA PracticesSome Basics For Creating Successful Strategic Alliances With CPA PracticesBySecond of Two Parts: The Solution Part 1 of this article (in last weeks issue) explored ...
October 13, 2002
Insurance Opens Opportunities For Bank Investment SalesInsurance Opens Opportunities For Bank Investment Sales ByThe fall of the Glass-Steagall Act in 1999 and the resulting removal of sales limitations on insurance products ...
October 13, 2002
Competitors Positioning To Move Onto Fee-Based Advisors' TurfCompetitors Positioning To Move Onto Fee-Based Advisors TurfByNew Orleans If you think the fee-based advisory arena is crowded now, just wait a few years!That was ...
October 13, 2002
Ways And Means Committee Approves Bill Enhancing Retirement SavingsByWashington The House Ways and Means Committee last week approved legislation aimed at enhancing retirement savings, but the bill falls far short of what some ...