Save time and money — and create a better client experience
Calendar software saves you time and money
Your computer, your cellphone and even your web browser can be harnessed to help you to keep on top of your to-do list. The tool you choose will depend on your needs and the devices you use
New education tools help advisors make annuities more understandable to consumers
Byren Innes and Jim Ruta join other insurance and software professionals
Redesigned Concept Toolkit and Planning Toolkit offered at a discount
Scaled down version of adminPRO maintains most of popular features
Fiera extends commitment to Eagle with acquisition of Natcan Investment Management
India has well over 1 million insurance agents and a growing community of mutual fund sales people
Software aims to help advisors meet tougher regulatory requirements