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Insurance & Technology
January 24, 2005
Anthony O'Donnell |
Virtual Training Academy In response to distributors' requests, UnumProvident has introduced a free "virtual training academy" for independent brokers who sell the carrier's individual income protection and/or long-term care insurance products.   |
Insurance & Technology
July 12, 2006
Maria Woehr |
Digging for Dollars The insurance agent often is portrayed as going door to door with an oversized briefcase brimming with paper applications. While that might have been so in the 1950s, today, selling insurance means connecting with the customer, and it takes more than just a smile and a shoeshine. It takes knowledge. |
Insurance & Technology
September 10, 2007
Anne Rawland Gabriel |
York Fire & Casualty Insurance Adopts iter8 Solution York Fire & Casualty Insurance maintains a competitive edge by adopting iter8's exception-based underwriting technology. |
Registered Rep.
January 1, 2003
Rick Weinberg |
UBS PaineWebber Cuts Bonuses, Expense Accounts Brokers at UBS Securities received a double hit of bad news in early December. Not only were they informed that the bonuses they receive for assets under management were being cut, but expense accounts are being trimmed as well. |
Registered Rep.
November 21, 2002
Rick Weinberg |
Morgan Stanley Firing 950 Brokers Morgan Stanley is firing 950 brokers, according to the various sources. |
Insurance & Technology
March 19, 2009
Anthony O'Donnell |
National Dental EDI Council Girds for Real-Time Transactions and PHR Challenges The organization has begun to focus on driving real-time transactions among its participants and ensuring the participation of dental insurance stakeholders in the development of personal health records. |
Insurance & Technology
February 1, 2006
Cynthia Saccocia |
Value-Added Sales Services Improve Producer Productivity Insurers that demonstrate that they can help producers make more money can differentiate themselves from the competition. To create long-term competitive advantage, carriers must incorporate value-added sales services to their efforts. |
Insurance & Technology
March 16, 2004
Julie Gallagher |
Growing Up and Out After experiencing rapid growth, First American P&C is taking advantage of current conditions to prepare for the soft market. |
Insurance & Technology
March 18, 2005
Wendy Toth |
Whose Side Are You On? The shift in the business model, the study reports, creates an opportunity for insurers to connect with buyers directly. |
Registered Rep.
March 1, 2006
Mindy Diamond |
Creative Giving Over the past year, top brokers who have switched houses on the Street have gotten some very creative compensation packages. The better the broker the more bells and whistles -- like loans and designer offices -- they are offered. |
Registered Rep.
April 1, 2003
David A. Gaffen |
Your Book or Your Life! What would you do if you lost your book? Where would you turn for new customers? Where could you be hired? Those are questions that keep many advisors up at night. |
Registered Rep.
January 1, 2003
Nicholas Ferber |
Switching Has Changed During trying times like these, many reps are looking to switch jobs. When pondering a move, no question occupies more time or discussion between brokers, hiring managers and (sometimes) recruiters than the following: "What's in it for me?" |
Registered Rep.
November 1, 2002
David A. Gaffen |
Requiem for the $250K Broker Until recently, brokers were immune to the industry's downsizing, which has included a decimation of the ranks of investment bankers and the elimination of thousands of support positions. Brokers, it was assumed, covered their own costs by generating commissions and fees. Not anymore. |
Registered Rep.
April 1, 2006
Mindy Diamond |
On the Rebound Big firms are sending low-producing brokers messages that they are no longer as wanted as they once were. Brokers who see the handwriting on the wall, may have better options if they jump to another firm before being pushed. |
Registered Rep.
February 1, 2003
David A. Gaffen |
An Employer's Market It's a hirer's market out there, but brokerage firms have not stopped recruiting. In fact, although it is quieter than usual, many firms are still willing to pony up big bucks in hopes of attracting top-shelf talent. |
Registered Rep.
December 1, 2004
Mindy Diamond |
Packing the Parachute Success in the brokerage industry can be as much about mindset as anything else, so it comes as little surprise that advisors avoid negative thoughts, such as the potential necessity of a quick exit from their practice. |
Registered Rep.
August 10, 2005
Kristen French |
Sources: Morgan Cuts Slated for Thursday Morgan Stanley's human resources department created a performance-based formula for selecting the 1000 people to let go. |
Registered Rep.
February 2, 2006
Kristen French |
Brokers Learning to Play by New Rules It's no longer business as usual on Wall Street. Starting yesterday, broker/dealers must follow a new SEC rule that requires them to disclose at certain times that they may not be acting in their clients' best interest. |
