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Home  > Business/Finance  >  Financial Services  >  Financial Management

Wealth Management in Insurance: From Cross Selling to Life Cycle Financial Planning

Published Date: October 2002
Published By: TowerGroup
Page Count: 8
Order Code: R301-0246
 
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The trend toward providing wealth management services to a wider demographic represents an opportunity for insurers just as it does for other financial services industry players. Insurance agencies, which serve the majority of insurance consumers, have already established themselves as purveyors of trusted financial advice.
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