Trust: The key to any relationship
By Stefanos LoisouSenior Financial Workshops With thorough client fact finding/diagnosis, and by determining clients' thoughts on investing -- including time horizons, risk tolerance, etc. -- and their ongoing financial needs and legacy thoughts, we, as
June 29, 2009
Bills to overturn 151A gain supportA companion bill to the recently-introduced Meeks-Price bill is receiving praise from fixed indexed annuity issuers. The Coalition for Indexed Products released a statement Monday...
June 26, 2009
ICI: Drafted House 401(k) bill sets "dangerous precedent"Investment Company Institute (ICI) President and CEO Paul Schott Stevens chided the House Education and Labor Committee's approval this week of a bill requiring full...
June 26, 2009
New campaign addresses growing women's marketIt's long been known that women play a huge role in the decision-making process regarding financial products, but for many years, companies (and even individual advisors) have continued to treat the business as a male-centered enterprise.
June 26, 2009
New campaign addresses growing women's marketIt's long been known that women play a huge role in the decision-making process regarding financial products, but for many years, companies (and even individual advisors) have continued to treat the business as a male-centered enterprise.
June 25, 2009
Agents fight "grim reaper" stigmaWe recently published a blog titled "(Grim) reaping the benefits of life settlements?" The blog detailed a Slate magazine article that stomped a mud hole in the life settlements industry. Written by a self-proclaimed New York
June 25, 2009
NAVA testimony questions added industry regulationSpeaking before the House Financial Services Committee on June 24, NAVA president and CEO Cathy Weatherford offered her organization's input on President Obama's proposals to reform the regulation of the financial services industry
June 25, 2009
Scam alert: Where's Dateline now?"Scammers try to take advantage of senior citizens." A true statement, unfortunately, and one we've all seen far too often in the media. But, have you seen a headline like this one before: "Scammers target insurance
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