February 02, 2010 In today’s competitive marketplace, an effective retirement plan review offers one of the best ways to demonstrate your value-added expertise to clients, and to foster client loyalty and satisfaction. ...
February 02, 2010 People who go around saying they know how to plan for the current hiatus in the estate tax likely have no clue about what to do. It’s doubtful that anyone really knows what to do....
January 25, 2010 Benjamin Graham, the late economist known as “the father of investing,” was famously noted for saying, “Wall Street people learn nothing and forget everything.” He delivered this quip a generation ago, but could have said it last month. ...
January 25, 2010 The financial crisis has made clear that in times of financial stress, capital is king. It is the lifeblood of life insurers and the means by which they protect their ratings and policyholders and invest in growth. ...
January 25, 2010 The year 2009 may not have been a big year for insurance product innovation, but it was a pretty active year for tools....
January 19, 2010 A popular financial website recently wondered why the cost of guarantees for variable annuities was going up....
January 19, 2010 Who could have predicted that the time would come when people would worry about the uncertainty of the “when” of death?...
January 19, 2010 The severe economic downturn last year crumpled widely held hopes among long term care insurance producers and carriers for a reversal of 6 straight years of falling sales....
December 21, 2009 1st Generation: These are black box systems which were probably enforced/encouraged on an insurer’s underwriting team to ensure consistency as well as a bare minimum standard of underwriting decision making....
December 21, 2009 With the need for quicker turnaround time and swifter issue of policies, the life insurance industry was faced with a dilemma. ...
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