TITLE

Back to Basics

AUTHOR(S)
Dempsey, Kay I.
PUB. DATE
November 2009
SOURCE
Best's Review;Nov2009, Vol. 110 Issue 7, p80
SOURCE TYPE
Trade Publication
DOC. TYPE
Article
ABSTRACT
The article discusses the need for insurance companies to build good relationships with their clients in the U.S. It notes that many financial professionals who prudently manage their businesses and keep focus on that relationship have received a reward. The author suggests that, though clients and customer does need more than good performance to establish confidence, relationships need more personalize attention not just by e-mail.
ACCESSION #
45120007

 

Related Articles

  • Total Ellipse. McKenna, Ian // Money Marketing;1/20/2011, p38 

    The article offers the author's insights on the significance of the use of technology in the life and pension industry in Great Britain. He tackles the automation of the business process of the insurance provider Ellipse which enables the company to keep costs considerably lower than other group...

  • Finding The Right Fixed Or Variable Annuity For Clients. FALK, KRISTEN L. // National Underwriter / Life & Health Financial Services;7/20/2009, Vol. 113 Issue 14, p29 

    The article focuses on the suggested questions to be asked by an insurance agent to a client in order to find the right fixed or variable annuity for the client. It mentions the questioning of a part which an annuity plays in the client's portfolio and whether he or she needs a guaranteed income...

  • What's next for the life insurance industry? Ferrante-Schepis, Maria // National Underwriter / Life & Health Financial Services;Jan2016, Vol. 120 Issue 1, p15 

    The article presents the author's view about buying and owning life insurance products from the life insurance industry in the U.S. She highlights the effort of the life insurance industry to improve its customer engagement and the use of inauthentic language in communications for customer...

  • Saying Goodbye. Grau, David // Financial Planning;May2004, Vol. 34 Issue 5, p81 

    Offers advice on preparing financial advisers in the sale of a financial advisory practice. Termination of business contracts with clients; Creation of a transition plan as a written part of the asset sale agreement; Strategy for the conveyance of information to buyers and sellers.

  • IMPAIRED RISK TRENDS IN LIFE INSURANCE. Creekmore, John A.; Treskovich, Matthew A. // Life Insurance Selling;Jul2009, Vol. 84 Issue 7, p30 

    The article discusses the impaired risks in life insurance and the recent changes that have taken place in this sector in the U.S. It focuses on the aggressive offers made by insurance companies and the process of getting life insurance cover. It discusses important factors to be considered for...

  • David Shelton: Less is more when it comes to service.  // Money Marketing (Online Edition);9/4/2014, p27 

    The article provides tips for financial advisers about the importance of asking high-value clients about their needed services and the factors that could make them stay.

  • Life Insurance Solutions for Estate Tax Challenges. Katt, Peter C. // Journal of Financial Planning;Mar2010, Vol. 23 Issue 3, p38 

    The author explores the two liquidity life insurance options, static-priced and market-priced, which would deal with the challenges of estate tax liquidity problems. He mentions that there differences are not risky, and it is important for the financial planners and their clients to understand...

  • How To Benefit From A True Advisor Model. Zayed, Dean // National Underwriter / Life & Health Financial Services;5/3/2010, Vol. 114 Issue 9, p20 

    The article reflects on the role among financial advisers and consultants and their need to overcome the continuing consumer distrust since the global financial crisis. As advised by the author, consultants need to increase their capabilities to be more comprehensive, exceed from the...

  • Growing By Leaps. KONISH, LORIE // On Wall Street;Apr2013, Vol. 23 Issue 4, p4 

    An introduction is presented in which the editor discusses various reports within the issue on topics including transition adjustment of financial advisors, handling relationship with clients, and strategies in business changes.

Share

Read the Article

Courtesy of VIRGINIA BEACH PUBLIC LIBRARY AND SYSTEM

Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics