Mistrust equals 'death of a salesman'
By Daniel WilliamsWhen SEC 151A was essentially put to rest this past summer, many in the industry breathed a sigh of relief. Veteran life insurance advisors would not fall under the jurisdiction of the Financial Industry Regulatory Authority.
September 30, 2010
Wealth Portfolio: Top Six Areas Wealth Managers Should Consider for OutsourcingOutsourcing can make your firm look larger and give you more time to do what you do best.
September 30, 2010
Bring on the Good GuysBring on the Good GuysI have written a lot about industry reputation lately, and on how the general public vilifies insurance by default. A while ...
September 29, 2010
Debit card bluesThis year, my wife and I have had three separate debit card frauds. The first was early this year, when someone near Los Angeles, 1,500 miles or so from Tulsa, Okla., used our card number to buy booze and equipment.
September 29, 2010
Robert Frost and MedicareIn "The Road Not Taken", poet Robert Frost wrote: "I shall be telling this with a sigh somewhere ages and ages hence: Two roads diverged in a wood, and I -- I took the one less traveled by, And that has made all the difference."
September 29, 2010
Don't ask, don't sell"Denial" is more than just a river in Egypt. It also appears to be a state in America. Yes, millions of Americans are living in a state of denial
September 29, 2010
Debit card bluesThis year, my wife and I have had three separate debit card frauds. The first was early this year, when someone near Los Angeles, 1,500 miles or so from Tulsa, Okla., used our card number to buy booze and equipment.
September 29, 2010
Don't ask, don't sell"Denial" is more than just a river in Egypt. It also appears to be a state in America. Yes, millions of Americans are living in a state of denial
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