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.
November 05, 2001
Conseco CEO Buys 1 Million SharesNU Online News Service, Nov. 5, 4:03 p.m. -- Conseco Inc., Indianapolis, says its chairman, Gary Wendt, recently bought 1 million shares of Conseco ...
November 05, 2001
SAFECO Chooses New Ad AgencyNU Online News Service, Nov. 5, 3:01 p.m. -- SAFECO Corp., Seattle, a life insurer, has chosen the Publicis Groupe S.A., Paris, as its ...
October 29, 2001
PlanVista Names Schmeling CFONU Online News Service, Oct. 29, 2:36 p.m. -- PlanVista Corp., Tampa, Fla., a company rents provider networks to retail managed care carriers, has ...
October 22, 2001
MONY Starts Initiative To Increase Brand RecognitionNU Online News Service, Oct. 22, 11:45 a.m. -- The MONY Group Inc., New York, says it has launched a new public relations campaign ...
October 21, 2001
Phoenix Develops Kit To Help Advisors With Situations Of Wealthy FamiliesByFamily matters when deciding where ones wealth should go. Thats the idea behind a newly designed kit intended to help advisors steer wealthy households through ...
October 18, 2001
Most Maryland Agents Renew Licenses OnlineNU Online News Service, Oct. 18, 1:45 p.m. -- The Maryland Insurance Administration says that for the first time this year, more than half ...
October 07, 2001
10 Dos and Donts For Communicating Benefit ChangesDO: Release information to all employees simultaneously. This will help to prevent the circulation of incorrect information or misperceptions among staff.DONT: Release the changes externally ...
October 05, 2001
Campbell To Leave ACLI At Year-EndNU Online News Service, Oct. 5, 10:45 a.m. -- WashingtonCarroll A. Campbell Jr., president of the American Council of Life Insurers, Washington, will be ...
October 04, 2001
COGNICASE Wins Swiss Re ContractNU Online News Service, Oct. 4, 10:25 a.m. -- COGNICASE Inc., Montreal, has won a contract to develop a company-wide underwriting system for Swiss ...
October 02, 2001
LIMRA Finds Members Taking Extra StepsNU Online News Service, Oct. 2, 3:55 p.m. -- LIMRA International, Windsor, Conn., says life insurers are taking extra steps to help customers cope ...