Take Control of Your Life with LTCi
By Honey LeveenHelping clients get the help they need in their later years may do good for the advisor's soul as well as for the clients' security.
October 04, 2011
No RAAs for You, ComradeI don't care what California says. I still think RAAs are a good idea.
October 04, 2011
Administration Proposal Eliminates Tax Free Status of Muni Bonds for the AffluentHow will the elimination of the muni bond interest exemption affect your clients?
October 03, 2011
As NASAA’s New President, My Top Priorities: SRO and ‘The Switch’It looks like Rep. Bachus draft SRO bill would nationalize the regulation of small- and mid-sized advisors. NASAA believes this would be a costly mistake that will not benefit Main Street investors.
October 03, 2011
Market Effects of Client Dismay With D.C.—Searching for Alpha for October 2011Lack of confidence in the government understanding or managing the economy led many investors to trim their positions leading up to the fourth quarter.
October 03, 2011
Selling the StoryThe insurance industry has never been accused of telling its own story particularly well, or even connecting with its audience. But some recent ad campaigns suggest that the industry--and its customers--are finally getting the message
October 03, 2011
The case for fixed annuitiesIf presented correctly, your risk-averse clients will buy a fixed annuity.
October 03, 2011
The case for fixed annuitiesIf presented correctly, your risk-averse clients will buy a fixed annuity.
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