Turnkey Death Planning Programs May Work In The U.S.
By Norse N. Blazzard, Judith A. HasenauerTurnkey Death Planning Programs May Work In The U.S.Those of us with aged parents (and perhaps even those of us who are not getting any ...
December 04, 2003
Qualified Plan Rollovers: The Next FrontierByThe qualified plan rollover market is hardly new. For example, Larry Klein, a registered investment advisor, says rollovers have represented 40% to 50% of his ...
December 04, 2003
The Really Rich Fared Better Than The Merely Rich In Market DownturnThe Really Rich Fared Better Than The Merely Rich In Market DownturnByThe technology bust of the late 90s hurt those on the low end of ...
December 04, 2003
Complying With Do-Not-CallByIf you are a sales agent for a financial services or insurance company, it is imperative that you take steps to comply with the ...
December 04, 2003
Looking At The Fixed Annuity Market: Where Did Everyone Go?Looking At The Fixed Annuity Market: Where Did Everyone Go?ByAs an independent insurance agent, specializing in selling fixed annuities, Im wondering where everybody went.Ive been ...
December 04, 2003
ACLI, NAIFA Want Easing From FCC On Do-Not-Call RequirementByWashington The Federal Communication Commissions definition of "existing business relationship" in its do-not-call regulation does not take into account the unique nature of the life ...
December 04, 2003
Third Quarter VA Sales Hit $31.3 BillionByVariable annuity new sales continue to build momentum, hitting a total of $31.3 billion in the quarter ended Sept. 30, 2003.Year-to-date sales of $93.1 billion ...
December 04, 2003
SMAs: A New Tool In The Advisors BoxByFinancial professionals have a new tool in their box: separately managed accounts (SMAs).What makes this new genre worth exploring? Unlike their forerunners, traditional SMAs, todays ...