Departing columnist's collected wisdom
By Douglas R. PeeteLast month marked Douglas Peete's final original column for Senior Market Advisor. SMA wants to thank Peete for his contributions to the magazine over the past year. His life insurance strategies have helped advisors and their clients save on taxes,
August 01, 2006
If I Were an Advisor . . .Richard Weylman is an entrepreneur and consultant (www.richardweylman.com) who specializes in marketing and selling to the affluent. In a general session at the Pershing Insite...
July 30, 2006
Challenges And Opportunities In The Dynamic Large Case MarketAmong the many changes in today's life insurance market, none is more significant than that in the large case market. Underwriting guidelines, reinsurance markets, carrier ...
July 30, 2006
The 7 Deadly Sins Of WholesalingDistribution companies live and die by two things: their products and their sales talent. Our experience shows that all-star wholesalers--the ones racking up more than ...
July 30, 2006
Principle-Based Reserving Work Continues ApacePrinciple-based reserving continues to draw the attention of regulators as they gear up for another round of discussions early next month.The issue will turn up ...
July 30, 2006
The Four Fundamentals Of Practice ManagementEvery day, financial advisors must make critical decisions on behalf of their clients. These decisions always are well thought out and never taken lightly. However, ...
July 30, 2006
FPA President Questions Revisions To CFP Standards Of ConductThe head of an association serving the nation's 50,000 licensed certified financial planners is expressing concerns about proposed revisions to the CFP Board's Standards of ...
July 30, 2006
Brokers Play A Pivotal Role In Trust PlanningSeveral years ago, my husband was deployed with his National Guard Reserve unit to Kosovo for a year and a half, leaving me to oversee ...