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The bid process

Article Abstract:

The bidding process engaged in by financial planners attempting to gain employee benefits-related contracts is the subject of this article, which includes an evaluation of the process.

Author: Schultz, Roger S.
Publisher: Society of Financial Service Professionals
Publication Name: Journal of Financial Service Professionals
Subject: Business
ISSN: 1537-1816
Year: 2000
Financial Planning, Practice, Contracts, Employee benefits, Financial planners, Letting of contracts, Competitive bidding

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Disability income: the most complex benefit

Article Abstract:

The author discusses issues regarding the design and management of disability income benefits.

Author: Schultz, Roger S.
Publisher: Society of Financial Service Professionals
Publication Name: Journal of Financial Service Professionals
Subject: Business
ISSN: 1537-1816
Year: 2001
Direct Health and Medical Insurance Carriers, Surety insurance, Income Loss Insurance, Disability insurance

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The insurer - what should a broker expect?

Article Abstract:

The author discusses insurers' responsibility to brokers where brokers operate as the distributors for the insurance industry's employee benefit products.

Author: Schultz, Roger S.
Publisher: Society of Financial Service Professionals
Publication Name: Journal of Financial Service Professionals
Subject: Business
ISSN: 1537-1816
Year: 2001
Insurance industry, Insurance brokers

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Subjects list: United States, Management
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