Advisors: Who Owns Your Business When You Die Or Retire?
By Richard H. FordAdvisors: Who Owns Your Business When You Die Or Retire?Business succession planning forces financial professionals to consider ways to sell their rights to their lucrative ...
June 10, 2001
Senators See No Action This Session On Reversing Tax Bill's SunsetSenators See No Action This Session On Reversing Tax Bill's SunsetByWashington Now that President Bush has signed the controversial $1.35 trillion tax relief bill, the ...
June 10, 2001
AIG Offers Personal Security Services To Wealthy ClientsAIG Offers Personal Security ServicesTo Wealthy ClientsByWealth clearly has its benefits, but there are also pitfalls to having all those riches.The obvious precaution is insurance ...
June 10, 2001
AgentAdvisors: Use Technology To Become Relationship ManagersAgent/Advisors: Use Technology To Become Relationship ManagersByHeres a hypothetical case study. A customer with a special need contacts a life insurance agent. The customers child ...
June 10, 2001
Notification Is Just The Tip Of The Privacy IcebergNotification Is Just The Tip Of The Privacy Iceberg "The bad news is that there is a whole new world of [privacy] compliance and you ...
June 10, 2001
SEC Mulls Oversight Of Financial Web PortalsByOfficials at the U.S. Securities and Exchange Commission are wondering whether they should regulate financial Web portals.SEC officials are happy to see financial portals such ...
June 10, 2001
Who Says Ideas Are A Dime A Dozen?ByOver the past several decades, most insurance companies have embraced and adopted a wide array of approaches to classical strategic planning. Nevertheless, I've observed in ...
June 10, 2001
Not Talking To Estate Planning Clients About Business Insurance? Why Not?ByDo you remember the first business advice that you received? For me, I can remember my father telling me, "You cant get rich working for ...