BISAnet.org: BISM

Our most recent articles are listed below. For your convenience most articles that have been published in the Bank Insurance & Securities Marketing quarterly print publication are included.

[BISM Retirement Management Special Supplement]

Breaking The Boom And Bust Mentality | Mike Gillespie
Not Your Father's Retirement | Pat McCormick
Annuities to the Rescue — Near Retirement! | Michael H. Korthaus
Three Keys To Building A Successful Bank Investment Program | Steve H. Dowden
M&T Bank: Bringing Trust And Brokerage Together | Andrew Singer
Wealth Management Update: Advisors Flocking To Banks | Andrew Singer
A West Virginia Bank Mines For Personal Lines Customers | Andrew Singer
Videoconferencing: Meeting Live, Almost | Gina Lauer
The Wayback Machine | Kathleen W. Collins
Federal vs. State Regulation: The Supreme Court Weighs In | David Giusti
Leveraging Learning Styles | Betty A. Moon
A "2010 Recruiting: A Perfect Storm?" | Paul A. Werlin
Average Book-of-Business Composition | Patrick T. Linnert
Synovus Securities Stays Afloat Through It All | Andrew Singer
The Downturn Prompts Bank Brokerages To Experiment | Andrew Singer
Know Your Customer — And Your Branch Employees | Andrew Singer
How Are Women Advisors Faring In Bank Programs? | Gina Lauer
Treasury's Financial Regulatory Reform Proposal: An Appraisal | Richard D. Starr
States Target Stranger-Owned Life Insurance | David Giusti
Recruiting Advisors: An Ongoing Process | Robert F. Grieb
Keys to Self-Motivation For Financial Advisors and Managers | Paul A. Werlin
Employee Vitality | Craig Niess
Weighted Average New Business Production | Patrick T. Linnert
Traditional Annuities Are Gaining Ground As Fixed Income Alternatives | John J. Harrell
Creating Balanced Retirement Distribution | Michael H. Korthaus
Does Anybody Really Know What Time It Is? | Michael Gillespie
Annuity tables from Singer's Annuity & Funds Report | Andrew Singer
The Importance of On-Boarding | Paul A. Werlin
Regimented Producer Hiring and Retention Programs | Patrick T. Linnert
Gulf Coast Bank Dodges The Economic Hurricane | Andrew Singer
More Insurance Goes To Townebank | Andrew Singer
Survey: More Bank Clients Are Delaying Retirement | Rod Halvorson and J. Heywood E. Sloane
Social Networking: A Powerful Tool, But Still In Its Infancy | Gina Lauer
Financial Reform: Putting The Buggy Before The Horse? | Kathleen W. Collins
NAIC Revisits Annuity Suitability Model | David Giusti
Client Reviews More Critical In 2009 | Robert F. Grieb
Structuring a Business Plan | Albert Lloyd
How to Screen and Interview Bank Investment Representatives | Paul A. Werlin
Building a Strong Balance Sheet | Bill Chorba
How Webster Bank Energized Its Sales Rep Performance | Andrew Singer
Life Insurance Helps To 'Weather The Storm' | Andrew Singer
Iberiabank's Fixed Annuities Brighten Up the Day | Andrew Singer
Want More Fee-Based Business? Change The Culture | Andrew Singer
Insurance Due Diligence: Rating Agencies And Beyond | Gina Lauer
Fundamental Failure And Fundamental Reform | Richard D. Starr
New York Producer Compensation Reform | David Giusti
Keep Doing, Start Doing, Stop Doing | Tony Cole
The Importance of a Strong Balance Sheet | Bill Chorba
New Business Production - The Alternative Fuel Source | Patrick T. Linnert
Sourcing Candidates for Bank Investment Programs — A Process, Not Just an Event | Paul A. Werlin
Valuation Comparables | John Wepler
Wealth Management In Stressful Times | Andrew Singer
New Connections Sought For NewAlliance Investments | Andrew Singer
Deep In The Hudson Valley, A Credit Union Sells Personal Lines Insurance | Andrew Singer
Awareness, Opportunity In Long-Term Care Insurance | Gina Lauer
Fasten Your Seat Belts | Kathleen W. Collins
States Disappointed With Rule 151A | David Giusti
Managing Your Program In A Difficult Environment | Robert F. Grieb
Hoping Against Hope | Rod Halvorson
Enhancing Your Client's Retirement Income Potential | David Giertz
Income Today, Income Tomorrow | Michael H. Korthaus
The Impact Of Transparency | Joe Frustaglio and Bridget Hagan
U.S. Brokerage Acquirers | Thomas R. Linn, CPA, CPCU
Money in the Bank! | Wayne Walkotten
Tompkins Financial: Insurance For All Seasons | Andrew Singer
First Banks' Advisors Move Front And Center | Andrew Singer
Demanding Times Require More VA Training | Andrew Singer
Chemistry' Is A Key To Cross-Selling Success | Gina Lauer
Time To Re-Examine Your Business: From Top To Bottom | Richard D. Starr
The Insurance Information Act | David Giusti
Turning New Customers Into Loyal Clients | Robert F. Grieb
Considering Outsourcing? An Executive Primer | Michael Weiss
Benefits of Pipeline Management | Patrick T. Linnert
New Business Production - Setting Expectations | Patrick T. Linnert
Getting Stuff Done: Winning The Game Of Flawless Execution | Roxanne Emmerich
Motivating Employees During Tough Times | Roxanne Emmerich
The Coming Hard Market | John Wepler,
Weighted Average Owner Age and Growth Craig Niess
Income and Ownership | Wayne Walkotte
Fixed Annuities Stage A Big Comeback At Banks | Rod Halvorson
Eight Questions To Ask About Guaranteed Lifetime Withdrawal Benefits | Michael Korthaus
Ensuring That A Fixed Annuity Sale Is The Right Sale | Craig D. Simms
When It Comes To Selecting Living Benefits, Trust Is Everything | David Giertz
A Strategic Approach To Retirement Planning | Myrna Solomon
Pinnacle National's Wealth Management Symphony | Andrew Singer
Gateway Insurance Rides A Coastal Surge | Andrew Singer
Offering Financial Advisors An Opportunity To "Open Up" | Andrew Singer
Fostering Mentorship In LBE Programs Hinges On Financial Incentives, Team Goals | Gina Lauer
'When The Hurlyburly's Done' | Kathleen W. Collins
New Rules Proposed For Reps Claiming Senior-Citizen Expertise | David Giusti
Reaching The Retirement Income Market | Rod Halvorson and J. Heywood E. Sloane
Electronic Workflow Enhances Annuity Sales, Processing And Compliance Functions | Matt Essieh
Coaching: An Ongoing Process | Robert F. Grieb
Ownership and Perpetuation | Tom Linn
Driving Market Share | Christopher M. Darst
BB&T'S Brokers Know The Rules | Andrew Singer
Northeast Bank's Contrarian Insurance Play | Andrew Singer
Tough Times Demand More Flexibility From Life Insurance Wholesalers | Andrew Singer
Fee-Based Products Require Time And Patience | Andrew Singer
A Brave New Regulatory World | Richard D. Starr
Paulson Reforms: State Versus Federal Debate Likely To Continue | David Giusti
Straight-Through Processing For Annuities: Are We There Yet? | Gina Lauer
Managing The Next Generation Of "Bank" Retail Distribution | Robert F. Grieb
Valuation Comparables | John Wepler and Patrick T. Linnert
Commercial Lines CL CSR Productivity | Jeff Jenkins
Financial Planning Matters: After Retirement, Can You Live on 70% of Your Income? Think Again | Lincoln Financial Group
Investing and Spending in Retirement | Richard C. Marston, Ph.D.
Contributions to Short-Term Return | Doug Terrill
National Penn's 'Team' Oriented Retail Investments Program | Andrew Singer
Harris Bank Sees Opportunity Among The 'Mass Affluent' | Andrew Singer
Meeting The Needs Of The High-Net-Worth Client | Andrew Singer
Banking Regulation 101 | Kathleen W. Collins
Scrutinizing Life Settlement Sales | David Giusti
Client Reporting Tools For High-Net-Worth Investors | Gina Lauer
Modeling Your Success | Robert F. Grieb
Enhancing Your Client's Retirement Income | David L. Giertz
How The Emotion Quotient Impacts Your Customers' Retirement Equation | Bruce Ferris
Reaching The Retirement Income Market | Rod Halvorson
The Benefits Of Guaranteed Income | J. Michael Agan
Immediate Annuities In Retirement-Income Planning | Michael H. Korthaus
Agency Value in an Unstable Rate Environment | Nate Bell
The U.S. Health Insurance Industry: Steady | David Paul and Dan Hausmann
Investment Option Review | Patrick T. Linnert
P&C Industry Review Nine Months 2007 | Strong Results Starting to Fade? | David Paul and Dan Hausmann
Results Still Strong through Nine Months, but Trouble on the Horizon? | David Paul and Dan Hausmann
Strategic Planning | Mike Kish
Update of Subprime Mortgage Related Losses for Select U.S. Insurers: As of Nine Month 2007 GAAP Reporting | David Paul and Dan Hausmann
Insurance is Close to Shore | Andrew Singer
Trust, Brokerage, and Building a Fee-Based Business | Andrew Singer
Helping Credit Union Members 'Climb The Retirement Mountain' | Andrew Singer
New Annuity Products, More Rep Training|But 'It's Worth It' | Andrew Singer
Reg R is Approved …; At Last | Richard D. Starr
Shopping For Title Insurance | David Giusti
Referral Technology: Offers An Edge On Measuring and Managing Sales Leads | Gina Lauer
Addressing 'Bank Rep' Development | Robert F. Grieb
Impact of Contingent Income | Patrick T. Linnert
Private Equity: An Emerging Competitor for Insurance Distributors | John M. Wepler and Patrick T. Linnert
Service Timeline Stewardship and Compliance Auditing: Strategies for maximizing new business production and retention | John M. Wepler and Patrick T. Linnert
Bancorpsouth's Three 'Foundation' Agencies | Andrew Singer
First Victoria Bank's Award-Winning Brokerage Program | Andrew Singer
Lender Liability Revisited | Kathleen W. Collins
Regulating And Classifying Hybrid Securities | Edgar O. Castro
Broker Workstations Boosted By Alliances, Processing Power | Gina Lauer
Technology Supports A Growing Focus On Wealth Management | Matt Essieh
Managing Retirement Income Expectations | Robert F. Grieb
When It Comes To Solving Middle America's Retirement Concerns, Banks Are Well Positioned | Rod Halvorson
Annuity Contract Structure | Anthea Perkinson
Living Benefits: Out With The Old, In With The New | David Giertz
Speed and Simplified Issue Products Are Not Synonymous | Craig Simms
The Retirement Income Market Opportunity: Different Channels, Different Perspectives | J. Heywood E. Sloane
Competitor Assessment as Input to Strategy | James R. Sholder
Managing Variable Annuity Sales | Robert F. Grieb
Improving Strategy Effectiveness, Revising assumptions and re-focusing resources | James R. Sholder
How Huntington Bank Developed Its Unified Sales Platform | Andrew Singer
Wrap Mutual Funds Are 'Taking Off' In Banks | Andrew Singer
How Amcore's Wealth Management Vessel Reversed Courser | Andrew Singer
A Diminutive Illinois Bank Partners With A Billion-Dollar Wealth Manager | Andrew Singer
A Crisis In The Making? | Richard D. Starr
The Importance Of Understanding 401(K) Plans And The Fees That Maintain Them | Edgar O. Castro
UMAS: A 'Paradigm Shift' For The Banking Industry? | Gina Lauer
Developing The Commercial Business Market | Robert F. Grieb
Trust departments playing catch-up with sophisticated clients | William C. Butcher
How Keycorp Revived Its Retail Investments Program | Andrew Singer
Despite The Yield Curve, Banks Stay Bullish On Life Insurance | Andrew Singer
How A Basketball Game Turned Around Hometown Bank's Insurance Business | Andrew Singer
Regulation R And Supreme Court Preemption Decision Will Affect Banks' Corporate Structures | Kathleen W. Collins
Clear Blue Skies? Not Exactly…; | David Giusti
Product Providers Take Web-Savvy Approach To Serving Advisors | Gina Lauer
Managing Variable Annuity Sales | Robert F. Grieb
The Retirement Income Market Opportunity | Roderick J. Halvorson and James R. Sholder
Overcoming Inertia: A First Step In Retirement Income Planning | Anthea Perkinson
New Product Offerings Enhance Retirement Solutions In 2007 | Randall Reynolds