Seizing the new pension opportunities
Article Abstract:
H. McIlvaine Lewis and Catherine N.H. Lewis are the co-authors of "Deferral Dollars: The Fast Track to 401(k), SIMPLE and the New Legislation" are interviewed. The book sorts out the logistics of the August 1996 tax legislation passed by Congress. It is written for financial professionals and explains issues related to the Congressional legislation as well as other related pension plan and employee benefit issues.
Publication Name: Best's Review Life-Health Insurance Edition
Subject: Insurance
ISSN: 0275-0988
Year: 1997
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Fallout from the market conduct bomb penetrates life industry
Article Abstract:
Sales of new life insurance policies has slowed as the largest insurance companies settle claims and lawsuits due to allegedly deceptive sales practices. Class action suits targeting Prudential, MetLife and New York Life have affected the entire life insurance industry by eroding the public's trust. Sales declined from 1992 to 1995 as insurers reviewed sales literature and trained sales managers.
Publication Name: Best's Review Life-Health Insurance Edition
Subject: Insurance
ISSN: 0275-0988
Year: 1996
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Choosing right software can be a daunting task
Article Abstract:
Financial planners should be prepared to spend several thousand dollars when purchasing software to handle portfolio management functions. A variety of portfolio management software programs are on the market, and each has its own strengths and weaknesses. Many financial planners utilize several programs and spreadsheets to handle various portfolio management tasks.
Publication Name: Best's Review Life-Health Insurance Edition
Subject: Insurance
ISSN: 0275-0988
Year: 1996
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- Abstracts: Recruiting the new breed of insurance CEOs. Banks are opportunities, not obstacles. Banks urged to hasten movement into insurance
- Abstracts: Converting crises into opportunities: the world's insurance community is betting Hong Kong will remain the gateway to the Asian economy
- Abstracts: Converting crises into opportunities: the world's insurance community is betting Hong Kong will remain the gateway to Asian economy
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