The Boomers Are Coming: Strategies For Planners
By David MegawThe Boomers Are Coming: Strategies For PlannersByIf someone dressed up like Paul Revere on horseback and galloped down the halls of most financial planning companies ...
May 18, 2003
How To Maximize Your Clients Credit Shelter TrustHow To Maximize Your Clients Credit Shelter TrustBy Mark A. TeitelbaumWith the continued uncertainty surrounding the future of estate taxes, many advisors remain at a ...
May 18, 2003
Nine Mistakes To Avoid When Marketing To SeniorsNine Mistakes To Avoid When Marketing To SeniorsBy Wilma G. AndersonLike constructing a building, you make a sale by building it brick by brick. But ...
May 18, 2003
P-C ACORD-XML Standards AdvanceByIf I could characterize the past year, it would be the time when "the rubber met the road." ACORD XML Standards and real-time delivery capabilities ...
May 18, 2003
Data Standards Give Life To Life InsuranceByBy definition, data standards are a set of rules and guidelines that provide a common framework for communication. Much like the human body, this common ...
May 18, 2003
Standards: Will We Ever Get There?By Ara C. TremblyAs an aspiring guru in high school and college, I have to admit that mathematics was not my forte. Oh, I could ...
May 18, 2003
Try A Different Approach When Targeting Professional WomenTry A Different Approach When Targeting Professional WomenByChances are youre still overlooking more than 50% of your target market, and the largest opportunity to grow ...
May 18, 2003
Bill Introduced That Gives Deduction For LTC Insurance PremiumsBill Introduced That Gives Deduction For LTC Insurance PremiumsByWashington Two members of Congress have introduced legislation that would establish an above-the-line deduction for the cost ...