South of the Border Confab
- Agents Challenging New Goals in 2004. Higgins, Barry // National Underwriter / Life & Health Financial Services;1/12/2004, Vol. 108 Issue 2, p28
Reports on the insurance agents challenge in setting goals in the development of the action plans in the U.S. Basis on majority of the goals; Important element in goal setting; Provision of financial services to other allied professional organizations.
- To thrive, agents must sell funds. Van Benschoten, Richard // National Underwriter / Life & Health Financial Services;9/28/98, Vol. 102 Issue 39, p34
Opinion. Argues that insurance agents must expand into full service planning operation. Clients' demand for financial products; Dissolution of the lines between insurance and banking industries; Benefits from selling investment products.
- H.R. 10 Changes Sought To Widen Support. Brostoff, Steven // National Underwriter / Property & Casualty Risk & Benefits Manag;04/12/99, Vol. 103 Issue 15, p3
Reports that insurance industry in the United States (US) is developing a series of amendments to financial services reform legislation they hope jointly promote in the US House Commerce Committee. Insurance agent groups involve in the discussions; Remarks from Robert Rusbuldt of the...
- End game for H.R. 10. // National Underwriter / Life & Health Financial Services;9/7/98, Vol. 102 Issue 36, p72
Editorial. Focuses on the debate over the financial services reform bill in the United States. Commendation of the effort of insurance agent and company negotiators for their role in shaping the bill; Focus of insurance agents' interest in the proposed bill; Compromises included in the bill.
- Tech, Youth, Diversity Critical To Success. Mitchell, Taylor // National Underwriter / P&C;9/26/2005, Vol. 109 Issue 36, p23
Talks about the impact of the technology on the growth of the insurance industry in the U.S. Success in the use of the risk-to-rate model through access to data; Results of the changes in a severe dislocation in terms of account turnover; Opportunities of insurance agents to take advantage of...
- Lessons From MGAS. // National Underwriter / P&C;11/5/2007, Vol. 111 Issue 41, p28
The article reports that managing general agents (MGAs) who do errors and omissions (E&O) coverage must secure the coverage themselves in the financial services industry in the U.S. According to Glenn W. Clark of Rockwood Programs, a confident partnership dynamic must be built between carriers...
- Insurance Stocks Underperform To Start Year. Meakin, Thomas K. // National Underwriter / Property & Casualty Risk & Benefits Manag;02/26/2001, Vol. 105 Issue 9, p17
Reports on the stock performance of different financial services industries in the United States as of January 2001. Stock prices of property-casualty insurance companies; Effect of several company mergers to the financial performance of insurance brokers.
- Perception Gap Creates Animosity Among Consumers. Sands, Chad M. // National Underwriter / P&C;4/19/2004, Vol. 108 Issue 15, p60
Cites the result of a survey pertaining to the public's attitude regarding the honesty and ethics of insurance salesperson in the U.S. Failure of consumers to fully appreciate the true value of insurance protection; Factors affecting insurance purchase decision; Implications of the entry of...
- What Does Agent Compensation Reform Mean for You? Bassett, Michael // Insurance Conference Planner;Mar/Apr2005, Vol. 41 Issue 2, p10
Reports on the implications of agent compensation reform on meetings and incentive programs in the financial services and insurance industry in the U.S. Model legislation adopted by the National Association of Insurance Commissioners (NAIC) in December 2004; Description on the agent...