New market dynamics need integrated strategies

Article Abstract:

Insurance agents should develop integrated strategies to meet the financial needs of aging baby boomers. Baby boomers will require more complex and comprehensive strategies for funding their own retirements than preceding generations as boomers will spend more time in retirement. Insurance agents should conduct required-return and asset allocation analyses and consider manager selection and performance monitoring when assessing a client's needs.

Commercial Banks, Investment Banking and Securities Dealing, Portfolio & Funds Management, Methods, Economic aspects, Financial services industry, Financial services, Portfolio management, Baby boom generation

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Data warehousing speeds decision-making process

Article Abstract:

Insurance agencies are using Information Delivery Facilities (IDF) to integrate financial, operating and statistical data. Data warehousing allows insurance agencies to select, standardize and distribute information throughout a company. Key elements of successful IDF development include defining business objectives for creating the IDF and reassigning personnel to provide continuous improvement within the project.

Data libraries

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Pursuing the affluent client

Article Abstract:

Some US insurance companies are developing behind-the-scenes support teams to help producers target affluent customers. Among these companies are the New York Life Insurance Co's Nautilus Group, Merrill Lynch & Co, Pacific MutuaL Life Insurance Co and the CNA Insurance Co. The company executives believe that this integrated strategy in the growing market would lead to a more advanced and customized service.

Finance, MER, Merrill Lynch & Company Inc., CNA Insurance Cos., Nautilus Insurance Co.

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