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NEXT Financial Group, Inc.
Year founded: 1999
Producing reps: 756
Est. gross revenue (2006): $76.5 million
Avg. annual gross production
per rep (2005): $90,000
Ratio of reps to home office: 10.8 to 1
Leader’s top priorities*
Short term: Technology
Longer term: Dealing with
increased regulation
Company data self reported as of April 1, 2006
*Investment Advisor survey, August 2006
The IRS still has the authority to impose fines on nonfilers.
The law affects access to policy loans for insureds who are getting LTC-related accelerated death benefits.
An attorney looks at the interpretation of this exclusion that was approved as part of the SEC's advice-standards package.
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Key Considerations When Making the Move to Office 365
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