Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Legal Club Wins Agency Business
By Staff WriterNU Online News Service, June 21, 5:11 p.m. -- Legal Club of America Corp., Sunrise, Fla., says its Legal Club Financial unit has obtained ...
June 03, 2002
Search401k Parent Hires OrcuttNU Online News Service, June 3, 12:02 p.m. -- PlanAnalytics Inc., Mendota Heights, Minn., the parent company the Search401k 401(k) plan research and distribution ...
June 02, 2002
Do A Risk Analysis On Your DocumentsDocuments are obviously a key aspect of any agencys business, so managing those documents becomes a critical function in day-to-day operations.While document management software can ...
June 02, 2002
Agents Await Online Document Management Programs From CarriersAgents Await Online Document Management Programs From Carriers ByOnline document management programs now being marketed to insurers appear to be a win-cubed situation for agents, ...
June 02, 2002
Document Management Can Save Money For AgentsDocument Management Can Save Money For AgentsWhile agencies and brokerages, like many businesses, are feeling the squeeze in a down economy, there is hope for ...
June 02, 2002
Forms Management Software Cuts Errors And Saves TimeForms Management Software Cuts Errors And Saves TimeByThe point of forms management software for the insurance industry is not just reproducing the form itself, notes ...
June 02, 2002
Document Systems Yield High ROIFor document management systems vendors the "number one competitor" is this idea: "Lets hire 25 more people to handle the work," notes John Sarich, insurance ...
June 01, 2002
Step by StepSo far this year, I've lost almost 30 pounds. I did it through a process developed by Weight Watchers. Of course, I've always known the...