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.
MetLife Unveils Voluntary Dental Plans
By Staff WriterMetLife Inc. has introduced a family of dental plans aimed at employers with 10 to 500 employees and tight benefits budgets.[@@]The new MetLife Voluntary ...
June 22, 2005
Virtual Office Tools For A High-Margin PracticeWhy do insurance consultants, financial advisors and other professionals need to stay abreast of new technology, keep an eye on practice management developments, and ...
June 22, 2005
KPMG Veteran Joins SecurianSecurian Financial Group has hired Warren Zaccaro to be executive vice president.[@@]Zaccaro succeeds Robert Hunstand, who has retired, according to Securian, St. Paul, Minn. ...
June 09, 2005
Treasure Coast Planning Firm EpandsFelten & Associates is opening offices in Stuart, Fla., and Woodstock, Vt., to improve service to affluent clients.[@@]Felten has been doing business in Vero ...
June 08, 2005
Broker Acquires Arkansas FirmBrown & Brown Inc. has acquired the assets of BeneTec Inc., Rogers, Ark.[@@]BeneTec generates more than $500,000 in annual revenue from the sale of ...
June 06, 2005
NAIC Names Palmer To D.C. PostThe National Association of Insurance Commissioners, Kansas City, Mo., has hired Brett T. Palmer to be managing director of government relations.[@@]Palmer has served in ...
May 12, 2005
Inventors Market Family Leave Insurance ConceptAt least 2 insurers and 2 reinsurers are interested in the idea of insuring employees against the risk that the employees might take family ...
May 11, 2005
CaptionLindastoryp13CaptionLindastoryp13Boomer children may be the new gatekeepers but it is important to have the whole family working together. ...