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Investment Advisor
September 2006
Marlene Y. Satter |
Insurance Update: Shelter From the Storm When disaster strikes, will your clients' treasures be safe? Finding out about clients' less conventional assets is an opportunity to connect with them on a more human level than balance sheets and accounts allow.   |
Financial Planning
September 1, 2006
Marshall Eckblad |
5 Questions Marc Lazar is the founder of Cellar Advisors, a wine consulting firm. Here he discusses how financial advisors should encourage clients to insure wine collections. |
Financial Planning
September 1, 2006
Roy C. Goldberg |
A New Take on Long-Term Care Advisors too often try to sell LTC insurance by scaring their clients to get their attention. Instead, we could better present the insurance as a risk management tool, a part of their overall financial plan to secure their retirement income and protect their estate planning distribution plans. |
Financial Planning
September 1, 2006
Marshall Eckblad |
VAs Head for a Banner Year New sales of variable annuities continued to climb through the first quarter of 2006, reaching $37.6 billion and falling just short of an all-time high for VA sales in a quarter. However, retiring baby boomers may be keeping net flows slim in the longer term. |
The Motley Fool
August 30, 2006
Alex Dumortier |
Betting on Ernesto HedgeStreet is a reminder that insurance and reinsurance companies (and by extension, their investors) are in the business of making educated bets on the likelihood of future events. |
The Motley Fool
August 22, 2006
Rich Smith |
The Nitty-Gritty of a Health Insurer An interview with Coventry Health Care CEO Dale Wolf about the past, present, and future of his company. Investors, take note. |
Insurance & Technology
August 14, 2006
Peggy Bresnick Kendler |
Measuring Success Experts comment on what metrics are best for determining the success of technology investments, and which key performance indicators are the most valuable for insurance IT initiatives? |
Insurance & Technology
August 10, 2006
Maria Woehr |
Enhancing the Enterprise As insurers seek to transform their businesses into customer-centric organizations, many carriers are reexamining enterprise content management technologies. |
Insurance & Technology
August 10, 2006
Maria Woehr |
Real-Time Rendezvous Noting the advancements other carriers had made in application processing, Service Lloyds decided to modernize its 20-year-old homegrown legacy system to handle ACORD XML and generate quotes online in real time. |
Insurance & Technology
August 10, 2006
Lori Widmer |
Taming Paper Tigers Following an assessment of the underwriting process by Software AG in May 2005, the vendor recommended that ACMIC implement business process management to automate new-business application processing. |
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