Advanced Sales on the Net

Kite, Chris W.
May 2000
Advisor Today;May2000, Vol. 95 Issue 5, p44
Trade Publication
Considers the software Deferral + from Magner Financial as a tool in selling variable life or investment funds as part of a deferred compensation plan on the Internet. What is provided by Deferral +; Features of the system; Focus of Deferral.


Related Articles

  • EIPs Subject To Market Conduct, Too. FRIEDMAN, DOUGLAS I. // National Underwriter / Life & Health Financial Services;3/8/99, Vol. 103 Issue 10, p20 

    Discusses the reasons indexed product market has not seen much innovation in the United States. Need of the market to adhere to good market conduct practices; How everyone involved in indexed product market should be trained; Principles in training; Factors needed to ensure the success of...

  • 2nd Quarter 2001 Variable Life Sales Declined 6% From 1st Quarter. Murtagh, Geraldine // National Underwriter / Life & Health Financial Services;10/1/2001, Vol. 105 Issue 40, p20 

    Reports on the variable life sales for companies included in the Tillinghast's VALUE survey for the second quarter of 2001. Market estimate for the first six months of 2001; Top five insurance companies for the first half of 2001; Total premium for the companies participating in the survey.

  • Variable Life Offers More than Death Benefits. Eisenbach, Karen L. // American Banker;8/3/1999, Vol. 164 Issue 147, p8 

    Suggests the need for banks to update the way they market their life insurance products. Need to understand and communicate the full range of variable life benefits; Growth of variable life sales in 1998; Use of variable life insurance as solution for various financial planning needs.

  • El Riders Allow For Fixed, Indexed Features. HEIBERT, RONALD H. // National Underwriter / Life & Health Financial Services;3/8/99, Vol. 103 Issue 10, p8 

    Highlights the advantages of combining equity-linked returns with whole life guarantees through use of an equity-indexed (EI) rider for traditional participating life policies. Features that the riders offer; Premiums of EI rider; Factor that make standalone EI products attractive; Interest...

  • Certain Aspects Of EIAs Do Confuse Clients. MARRION, JACK // National Underwriter / Life & Health Financial Services;3/8/99, Vol. 103 Issue 10, p18 

    Presents stories that illustrate the need of consumers to understand more about equity index products. Minimum guaranteed return; Gains and interests; Averaging.

  • Variable Products, Variable Results. Israelsen, Craig // On Wall Street;Jun2009, Vol. 19 Issue 6, p56 

    The article analyzes the performance of variable products in comparison to mutual funds in U.S. The author differentiates between variable products and mutual funds. Statistical data is also presented on the performance of variable products against mutual funds wherein variable products such as...

  • Hartford is Keen on Banks Selling More Insurance. The Biggest Push: Variable Life.  // Bank Investment Consultant;Dec2000, Vol. 8 Issue 12, p16 

    Reports on Hartford Life Insurance Co.'s efforts to have more banks in the United States to sell variable life (VL) insurance. Share of VL of the company's life insurance business; Dissatisfaction with its current distribution channels; Advantages of buying term insurance and investing the...

  • Full Disclosure Variable Life Report. Blease, Roger L. // National Underwriter / Life & Health Financial Services;11/16/2009, Vol. 113 Issue 22, p21 

    The article presents a survey on the expenses and costs of insurance in the U.S. It shows that regarding nonguaranteed illustrations, it is unlikely to use a 12% assumption for a client, having risk profile warrants a money market. It is noted that an assumption is dropped to 8% when investment...

  • Allstate's Lincoln Adds Wholesalers. Friedam, Amy S. // American Banker;2/21/2001, Vol. 166 Issue 35, p8 

    Reports on the move of Lincoln Benefit Life of adding wholesalers to increase sales of its variable life and annuity products through independent brokers-dealers. Targeted number of in-house and external wholesalers for the company.


Read the Article


Sign out of this library

Other Topics