TITLE

A Tribute To David Huxford

AUTHOR(S)
Morrow, Ed
PUB. DATE
October 1994
SOURCE
Journal of Financial Planning;Oct94, Vol. 7 Issue 4, p153
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article focuses on life insurance advisor David Huxford. Following his career in life insurance, culminating as director of Advanced Underwriting for Acacia Life, Dave formed the Advanced Planners User Group in 1983. Through its monthly bulletins and his consulting advice, many planners enters computerization. Dave developed his Client Asset Management System as an open program that permitted users to make modifications. But Dave quickly realized that while the financial advisor wanted some measure of control over the output, his or her skills lay in providing client advice, not in program modification. Thus the original program migrated into dbCAMS+, which is now supporting over 1000 financial advisors. Dave was an early proponent of local area networks for financial planners. Perhaps Dave's most significant contribution to all financial advisors was his swift recognition of the value of having software programs transfer data between each other. Dave's dbCAMS+ program interfaced with dozens of other programs, to the benefit of users and other software firms, setting a pace to be followed by other software vendors.
ACCESSION #
5559643

 

Related Articles

  • Trends Impacting Future Life Insurance Design. Dall, Keith; Friedrich, Carl // National Underwriter / Life & Health Financial Services;7/3/2006, Vol. 110 Issue 26, p14 

    The article reports on the issues that produce impacts to the future of life insurance product design in the U.S. The 2001 Commissioners Standard Ordinary mortality tables will subject by January 1, 2009, all newly issued life policies to be calculated under its tables. Concerns are raised from...

  • The Ins and Outs of Annuity Suitability. MILEVSKY, MOSHE A. // Research;Jul2011, Vol. 34 Issue 7, p31 

    The article explores the detailed practical information about how something works or can be accomplished in the context of annuity suitability in business. It is recommended to obtain any annuity whether variable, fixed, immediate, to bear in mind a countless personal and economic conditions. It...

  • The John Newton Russell Memorial Award. Mseka, Ayo // Advisor Today;Jan2006, Vol. 101 Issue 1, p58 

    The article focuses on the award nominations for the John Newton Russell Memorial Award. The award draws attention to the valuable role life insurance and other financial vehicles play in the lives of millions of Americans. The award program is open to any agent, advisor or industry executive....

  • Tom Baigrie on PROTECTION.  // Money Marketing;8/5/2004, p21 

    Discusses how financial advisors can give advice that helps consumers decide on life insurance. Family income benefit is never sold without advice; Advice in investment management; Quantifying insurance need according to an exact methodology; Advice given on protection will become wrong if it is...

  • Products That Deserve A Second Look. Willis, Dave // Advisor Today;Apr2007, Vol. 102 Issue 4, p40 

    The article reports on the three products that can help financial advisors enhance their services and offer financial protection to their clients. They include the Identity-theft protection which helps financial advisors monitor financial reports and recover medical records, the critical illness...

  • 11 Tips For Advisors.  // National Underwriter / Life & Health Financial Services;7/3/2006, Vol. 110 Issue 26, p13 

    The article offers tips for financial advisors to know regarding the offering of life insurance at the older ages including the costs of coverage, cover letters and ownership forms, and documentation. According to Lynne Rosenberg Kidd of Los Angeles, California, carriers have increased older age...

  • Life Preservers. Dempsey, Kay I. // Best's Review;Jul2008, Vol. 109 Issue 3, p58 

    The article reports that financial advisers should take another look at guaranteed no-lapse products in the U.S. It is stated that no-lapse guarantee life insurance has evolved in reaction to adverse consumer experiences with policies plagued by inadequate funding and premium insufficiency....

  • Embracing the Serve First Philosophy. Sarr, Frank W. // Wealth Channel Magazine;Spring2013, p57 

    The article highlights the Serve First philosophy, which is a concept devised by agent and manager Stuart Smith that introduced of prioritizing the client and letting financial stewards to take care of themselves. A foundation of time and service is the main basis of this philosophy as advisors...

  • Watchdog blundered with probe over PHI. Salmon, James // Money Marketing;5/19/2005, p3 

    Reports that a failed Financial Ombudsman Service (FOS) investigation into an independent financial advisory firm has exposed levels of confusion among the organization's staff in Great Britain. Admission of FOS that it mistakenly launch a probe into Mortgage Life & Pensions (MLP) over the...

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