Document Management Can Save Money For Agents
By Ara C. TremblyDocument Management Can Save Money For AgentsWhile agencies and brokerages, like many businesses, are feeling the squeeze in a down economy, there is hope for ...
June 02, 2002
Document Systems Yield High ROIFor document management systems vendors the "number one competitor" is this idea: "Lets hire 25 more people to handle the work," notes John Sarich, insurance ...
June 02, 2002
Group Says Estate Tax Repeal Is Not FairByWashington With a vote looming in the Senate on permanent repeal of the estate tax, the group Responsible Wealth is conducting an aggressive campaign urging ...
June 02, 2002
Documentation Support Products Perform Many And Varied FunctionsDocumentation Support Products Perform Many And Varied FunctionsByDocumentation support software products may save users time and money, but they vary widely in price, function and ...
June 01, 2002
What's In That Black Box?Advisors should understand the rocket science fueling the Monte Carlo engine they choose. Jerry Wagner of www.NETirement.com has posted critical comments about some of his...
June 01, 2002
The IA Interview: Defining the ProfessionOne nice thing about the Financial Planning Association's annual retreat is that it lets advisors get away from their day-to-day concerns and focus on long-term...
June 01, 2002
The Numbers GameThe theory has been developed, the calculations have been figured, and the percentages distributed. Now only time will tell if the expected results are achieved....
June 01, 2002
Wedding PlannerIn case you haven't noticed, those thick-as-a-phone-book wedding magazines do not generally have headlines that shout, "What To Do About That Humongous Credit Card Debt...