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(posted on: September 8, 2008)
Top 10 leading writers of life insurance by direct premiums
We teamed with the Insurance Information Institute to list the country's top writers of life insurance by direct premium.
(posted on: September 1, 2008)
Technology to ensure you're the last advisor standing
Retirees consolidate assets, and the advisors who manage them. How do you ensure you're the last advisor standing?
(posted on: September 1, 2008)
Are your employees risking your business?
The following article is the first of a three-part-series pertaining to internal risks and controls.
(posted on: September 1, 2008)
Retirementors: New heroes for a new era
Retirementors are the new heroes for a new era. What the heck is he talking about, and how can they help you and your business.
(posted on: September 1, 2008)
Who's got your back?
News of Andrew Cuomo's Spitzer-like moves last month (stop it, you know what I mean) with asset-backed investments sent me to re-read a recent issue of The Economist.
(posted on: September 1, 2008)
2008 bank broker/dealer resource guide
Looking to make a change, or just want to see how your bank's broker/dealer compares with the competition? We've compiled contact and payout information for the country's top firms.
(posted on: September 1, 2008)
Revealing what small banks want
Small banks offer a number of advantages for bank advisors over their larger counterparts. What are they, and what type of advisor is best suited to the business model?
(posted on: September 1, 2008)
Five steps to thrive in tough markets
Can you prosper in the future as you have in the past? You certainly can, but you need an aggressive perspective. Follow these five steps to increasing success in uncertain times.
(posted on: September 1, 2008)
Three steps to increase your likeability factor
Successful advisors are good at building rapport and trust. Here are three ways to build your likeability factor on a first meeting.
(posted on: September 1, 2008)
The meaning of life (insurance)
New products, streamlined underwriting and cutting-edge technology are now combining to revitalize life sales in the bank channel. Here's how savvy bank advisors can capitalize.
(posted on: September 1, 2008)
Texas-sized support in the bank broker/dealer space
Scott Barnes saw a need for comprehensive financial planning in the bank channel. He decided to fill it. What can we all learn from his success?
(posted on: July 1, 2008)
The power list
The credit crisis, turbulent markets, retiring boomers, technology, skyrocketing oil prices, new products, an election year. Changes are afoot in the bank channel; some good, some bad -- all exciting.
(posted on: July 1, 2008)
A variable boom in the bank channel
Of the investment products available in the bank channel, variable annuities continue to dominate. Why do they do so well, what new features are particularly effective in meeting the needs of bank advisor clients?
(posted on: July 1, 2008)
Morningstar's top 10 largest variable annuity contracts
Variable annuities continue to be the investment product of choice in the bank channel. We teamed with Morningstar's variable annuity research division to report the largest variable annuity contracts by total assets.
(posted on: July 1, 2008)
Course corrections: Seven steps to second half sales success
Advisors often lament the falloff in business due to staff and client summer priorities, vacations and family activities. This article gives seven steps to boost summer sales.
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