2014 UPPO Annual Conference

The 2014 UPPO Annual Conference is the premier event for unclaimed property professionals in the U.S., with dozens of workshops and breakout sessions geared for novice, intermediate and experienced practitioners. When:  March 23-26, 2014 Where: Gaylord Texan Resort and Convention Center 1501 Gaylord Trail, Grapevine TX 76051 Please visit the UPPO Conference event page for […]

Sherry Hale

Marketing Manager

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Great Info for Financial Institutions and Life Insurance and a Potential Resource for All

I received the most recent issue of the Keanotes Newsletter this week. It contains a very thorough and informative article about financial institutions including due diligence recommendations and special rules that may exclude accounts from escheatment. There is also a great article on Life Insurance companies and the rising trend of states requiring proactive searches […]

Danielle Herring

Product Manager, UPExchange

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