Proven Ways Of Getting Referrals
By Barry HigginsByWhile all agents know how important referrals are to their production, the most successful agents have developed the art of getting referrals from clients into ...
May 26, 2002
How To Make Convergence WorkByWherever you fall on the convergence continuum--struggling to learn new products, experimenting with new partnerships, or making career decisions to become full-service or stay product-niched--convergence ...
May 26, 2002
The Convergence Movement Takes OffBy"It started on a mega-scale, with the mega financial institutions merging with one another. Now, its trickling down to planners."Thats how Raymond P. Donnelly, a ...
May 26, 2002
Insurers Are Fighting Privacy BillsByWashington Insurance agents and companies are fighting privacy battles on a number of fronts, opposing legislation they believe unnecessarily inhibits legitimate commerce.The primary bills are ...
May 26, 2002
What's Driving Product ConvergenceWhere does "product convergence" fit into todays financial services industry?Some say it doesnt even exist, or if it does, it is not really something to ...
May 26, 2002
Now Is The Time For Adjusting To The Convergent Playing FieldNow Is The Time For Adjusting To The Convergent Playing FieldByMuch has been said about the Gramm-Leach-Bliley Financial Modernization Act of 1999 and what it ...
May 26, 2002
Are Convergence Products Happening?Whether product convergence is "happening" depends on how one defines this term.For some, convergence is the anticipated corporate consolidation of heretofore separate financial services providers--banks, ...
May 24, 2002
California Unveils Privacy Reg DraftNU Online News Service, May 24, 4:59 p.m. -- The California Insurance Department has released a new draft of a privacy regulation that would ...