Thursday, March 01, 2007 7:00:00 AM
Veralytic (under its original name THEInsuranceAdvisor.com) was featured in the February 15th, 2007 issue of the AICPA Wealth Management Insider – an electronic newsletter reaches a weekly readership exceeding 200,000 CPAs. This AICPA article talks more about the evolution of the life insurance industry from a “manufacturers-rep” business where insurance advisors generally represent some limited number of insurers into a portfolio management business where insurance advisors are truly independent from the insurers and genuinely represent the interest of their clients. Such an evolutionary shift stands to have a significant impact on marketing and sales practices while enhancing results for financial advisors and their clients. To maximize effectiveness within this new environment, advisors are adopting a fresh approach to their practices while tapping into new tools and resources, which are described in the AICPA article.
To read entire article Click Here.