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INDUSTRY NEWS
(01/07/09) Blackrock: Equity market could see ...
(01/07/09) Wealthy Americans losing confidence... (01/07/09) Advisors sacrifice health for hard ... (01/07/09) CBO: GDP could climb to $1.2T in 2009 (01/07/09) GM says current loans should be eno... (01/07/09) Job losses leap in final month of 2008 (01/07/09) Apartment rent drops; vacancy climbs (01/07/09) Federal Reserve stops mortgage repos (01/07/09) SIFMA expands municipal bond expertise (01/07/09) BofA CEO recommends reduced bonuses
(12/23/08) Analysis: Obama's health proposals ...
(08/16/07) RM's not eyeing SOX compliance (12/17/08) OPEC cuts production by 2.2B barrel... (06/10/08) House committee to vote on H.R. 5840 (09/05/07) First American to slash 1,300 perso... (09/19/08) Money market funds to be protected (10/16/08) SS benefits to increase 5.8% in 2009 (12/11/08) NASAA provides education to sandwic... (12/12/08) Businesses slash back stock invento... (09/29/06) State regulators vow to play nice |
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(01/07/09) Why Life Settlements Are Worth Talk... (01/07/09) Make the Right Move in 2009! (01/06/09) When CASH IS KING! (01/05/09) Being an Independent Agent Means Ha... (12/30/08) FREE 7-Piece Tax Review Sales Kit! (12/29/08) Impressive Tools, Training and RESU... (12/19/08) TRIPLE Your Sales with The Big Pict... (12/18/08) Be Prepared for SEC Rule 151A! (12/17/08) Prospects Call You!
(12/17/08) Prospects Call You!
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| Mutual fund investors abandon ship for better asset management alternatives
By Don F. Wilkinson This tax year more advisors are suggesting that mutual fund clients seek alternative investment strategies. The best solution: Sell your taxable mutual funds in 2008 and set up a unified managed a... |
| Behavioral finance, actuarial science and you
By Mike Boot Taking both a step back and a view toward the future on potential risks, behavioral finance and actuarial modeling are key to helping manage and balance risks. |
| Agents, marketing and technology
By Merrit Strunk You can expand and grow your business by applying the right technology. Read this article to learn how. |
| WRERA 2008: Relief provisions for qualified plan sponsors
By William J. Wagner How does the Worker, Retiree, and Employer Recovery Act (WRERA) of 2008 provide relief for qualified plan sponsors and their beneficiaries and individual retirement arrangements? This article expla... |
| 8 steps to preventing identity theft
By Katherine Vessenes Your office is a treasure trove for identity thieves. In fact, there is a good chance you are enabling identity thieves right now -- and you don't even know it. |
| Life settlements vs. STOLI: Let's get the debate straight
By Chris Orestis This article makes a clear delineation between the legitimacy of life settlement transaction and illegitimate STOLI transactions. |
| The true story of a million-dollar producer
By Lew Nason In this article, Phil Calandra, RFC, discusses the strategy that helped him become a million-dollar producer. |
| Check-up for a financial advisor
By Ed Morrow In a conversation the other day, I heard a tale of woe from an established financial planner. Read this article to see what the conversation was about. |
| Resident relatives
By Christine G. Barlow The status of an individual as a resident relative of the named insured may play a crucial role in determining whether coverage applies. This article reviews those issues. |
| Get a $200,000 IRS fine and have your client sue you
By Lance Wallach Read this article to learn about safe and conservative ways to use captive insurance structures to lower costs and obtain benefits for businesses. |
| SPIA does the heavy lifting
By Joe Bellersen Read this article to learn why the SPIA is the most valuable, misunderstood and under-appreciated retirement income planning tool in the market. |
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