UHNW Client Services
Find the latest news, trends and analysis wealth managers and advisors need to provide their ultra-high-net-worth clients with outstanding service while growing their businesses.
Happy Holidays
By Staff WriterThe NU Online News Service will be on hiatus until Tuesday.[@@]The staff of National Underwriter and its sister publications of Highline Media wish you ...
December 01, 2005
Key Success CriteriaHere's a sample of a one-page document to show clients how their plan will pay off. Visionary Financial Advisors, LLC Helping Successful Families Create Happy & Prosperous...
November 16, 2005
AIG Unit Backs New Dental ProductsCapital Benefits Group Inc. is working with a large insurer to develop a new collection of indemnity and preferred provider dental plans.[@@]Capital Benefits, Minneapolis, ...
November 01, 2005
Preparing For Disaster; Offering Help To Those In NeedThe devastation resulting from Hurricanes Katrina and Rita has prompted many advisors to revisit their disaster preparedness plans, but even those with good plans in...
October 20, 2005
Reinsurer Heads EastScottish Re Group Ltd. has received government permission to open a representative office in Singapore.[@@]Scottish Re, Hamilton, Bermuda, a life reinsurer, says it has ...
October 11, 2005
McDermott Veteran Heads To CrowellThe Washington office of Crowell & Moring L.L.P. has brought in Christine Rinn to be a partner in its health care group.[@@]Rinn, who previously ...
October 07, 2005
Milliman Epands European OperationsMilliman Inc. has opened offices in Munich and Warsaw.[@@]Milliman, Seattle, says both offices will sell actuarial services and business consulting services to insurers and ...
October 06, 2005
NASD Eases Rules For Hot Insurance Sales OfficesThe National Association of Securities Dealers is offering some flexibility in its new branch office registration rules for insurance sales offices that exceed securities ...