Building Your Business
Explore the latest industry news and advice that can help financial advisors build and grow successful practices.
Lehman: Initial Group LTD Rates Unrealistically Low
By Staff WriterNU Online News Service, March 8, 2:52 p.m. -- Many group long-term disability insurers seem to be winning new customers by offering unrealistically low ...
February 10, 2002
'Customer-Centric' Software Unveiled At Comdex'Customer-Centric' Software Unveiled At ComdexLas Vegas While security products stole much of the spotlight at the recent Comdex technology exposition held here in November, at ...
February 03, 2002
Siebel Unveils New CRM Software SuiteSiebel Systems, Inc. has announced the release of Siebel 7, the seventh version of its CRM solution for financial services.According to San Mateo, Calif.-based Siebel, ...
January 31, 2002
NAILBA To Operate On OwnNU Online News Service, Jan. 31, 1:53 p.m. -- The National Association of Independent Life Brokerage Agencies, McLean, Va., says it will become a ...
January 27, 2002
Middleware Can Bridge Gaps In CRMByTheres mounting interest in buying and deploying customer relationship management software packages as a way to better service internal and external customers. But many ...
January 22, 2002
Ebix Offering Web-Based Agency Management SystemNU Online News Service, Jan. 22, 4:03 p.m. -- Ebix.com Inc., Atlanta, has introduced ebixASP.com, an insurance agency administration system that runs on the ...
January 21, 2002
Rehab Network Signs ClientNU Online News Service, Jan. 21, 3:37 p.m. -- PTPN Inc., Calabasas, Calif., has signed a contract to provide outpatient physical, occupational, speech and ...
January 13, 2002
The Optimal Methods For Sourcing Ultra-Affluent ClientsThe Optimal Methods For Sourcing Ultra-Affluent ClientsByIn our work we find it essential to discriminate among different classifications of wealth. According to our definition, the ...