9 characteristics of a successful prospector
By Margie BarrieThe right prospecting mentality can make all the difference between failure and success.
March 18, 2013
An Overlooked Way of Using the Tax Code for Social PolicyWe know the mortgage interest deduction encourages homeownership, but what are the benefits of the depreciation allowance for rental properties?
March 18, 2013
The Successful Retirement Plan Advisor, Pt. 5—Profile in Success—Voyage Financial GroupVoyage Financial Partners has followed its unique business strategy with discipline and focus--working with middle-income workers at Fortune 1000 companies--and achieved significant success along the way, but not by accident.
March 18, 2013
What I Learned at Our Compliance Conference, Pt. 2: What SEC Examiners Are PursuingWhat are the SEC's priorities in examining investment advisors? A look at OCIE's priorities, and at what may be the most underreported development in advisor exams.
March 17, 2013
Wrapped Up in a Blanket: Pros and Cons of Family Blanket PoliciesFamily blanket policies can provide great peace of mind, consistent coverage and flexibility for HNW families, but know their limitations, like spread of geographic risk.
March 15, 2013
Disability Insurance Observer: VisitabilityCould insurance company portfolio managers help people stay in their homes longer?
March 15, 2013
Disability Insurance Observer: VisitabilityCould insurance company portfolio managers help people stay in their homes longer?
March 15, 2013
Addressing the talent gap: Way to go, OhioThe Buckeye State deserves a pat on the back for creating a new insurance jobs initiative.
Commentary