Tax-deferred plan limits may drop
By John SullivanAs Market Watch's Robert Powell notes, it's starting to seem like retirees and those saving for retirement can't catch a break. "First comes news that there...
August 28, 2009
How a Plan Cemented a Client RelationshipOne of the best things about being independent is the freedom to create the type of client-focused practice you can feel good about. Another...
August 27, 2009
Producers leave fingerprint on the industryAccording to the National Association of Insurance Commissioners, only 17 states require fingerprints before approving hopeful producers with an insurance license. The states that perform less extensive background checks may be handing out licenses
August 27, 2009
Video: Producers can still overturn 151AFormer North Dakota insurance regulator, Jim Poolman, explains the potential dangers of SEC 151A.
August 27, 2009
Black gold and black heartsThe SEC has moved to halt an alleged real estate fraud perpetrated by two Michigan men. The advisors allegedly raised more than $50 million from at least 440 investors by offering them membership interests in a real estate fund paying annual returns
August 27, 2009
Drowning in debtWhat's a trillion dollars here or there? We know you've heard it elsewhere, but this is the "trend of the week" after all, and we...
August 27, 2009
Video: Producers can still overturn 151AFormer North Dakota insurance regulator, Jim Poolman, explains the potential dangers of SEC 151A.
August 27, 2009
Ted's tacky "friends"Emotional appeals to action often betray the weaknesses in the argument for doing so in the first place. We're seeing this with Ted Kennedy's passing....
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