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The business process has always been interesting to me. What do we do and how do we do it? We all seem to follow a similar process with varying results. The typical new business progression is as follows: We obtain a potential prospect . . . referral, direct mail, telemarketer or someone we meet on a plane, etc. We attempt to arrange an initial meeting If successful, we tell our story. What is our differentiator? What are their
October 20
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From health care reform to social media to Walmart, 2011 was a busy year for benefits law, regulations and court decisions. Here are five of the top legal issues that held our attention this year.
October 19
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Dont worry about benefits, says Michael McIntyre, president and CEO of Benefits America. Further, McIntyre adds, never ask about benefits, unless you are applying for a C-level position with a Fortune 500 company. Hes kidding, right? Right?
October 19 -
FINRA this week issued an investor alert urging the roughly 30% of American workers who are not contributing enough to their 401(k) plans to receive a full employer match to step up their contributions in order to meet their eventual retirement needs.
October 19 -
Even the most able of insurance CIOs may find themselves hard pressed to keep their footing on a rapidly evolving technological playing field. Yet, even if they do, they may find the rules of the game are changing too.
October 19 -
Financial Industry Regulatory Authority, Inc. this week issued an investor alert urging the roughly 30% of American workers who are not contributing enough to their 401(k) plans to receive a full employer match to step up their contributions in order to meet their eventual retirement needs.
October 19 -
Americans of all ages and sexes are forgoing retirement planning, but there are marked differences between older and younger generations. And while women are often making financial and purchasing decisions for their households, the survey found they are not taking the same care as they plan for their own golden years.
October 19 -
As financial markets continue to fluctuate and place retirement portfolios at risk, non-retired Americans are showing a clear desire for guaranteed income in retirement according to a survey by Allianz Life Insurance Company of North America.
October 19 -
Recent findings from the 2011 MetLife Retirement Income IQ, a 15-question quiz on retirement issues conducted by the MetLife Mature Market Institute, shows Americans have quite a way to go to learn what they need for a financially secure retirement. Of the 1,213 pre-retirees aged 56 to 65 who took the quiz, the majority answered only five of the 15 questions correctly, leaving a persistent misperception and misunderstanding in a number of core areas, such as life expectancy, inflation, retirement income/savings, long-term care insurance and, to some extent, Social Security.
October 18 -
New research released by Brightscope and Target Date Analytics analyzes 34 target-date fund families including 400 distinct target-date funds shows that competition and more conservative glidepaths are primary drivers of market change.
October 18
