Moving your seminar to the Web
By staff WriterPromote with e-mail marketing. Build a database of customers and send them an e-mail before the event to show them -- quickly and easily -- what they can gain by attending.
May 22, 2009
Not all insurers may need TARP fundsWhen it comes to accepting bailout funds, life insurers are dividing into two camps: those gobbling up taxpayers' cash and those who may no longer need it, thanks to a partial recovery in the stock market. Those companies in the later category include Ameriprise, while Prudential, Principal Financial and Allstate...
May 22, 2009
Investment management compliance during a market crisisThe Investment Adviser Association, ACA Compliance Group, ACA Insight and Old Mutual Asset Management released the fourth annual Investment Management Compliance Testing Survey this week. The...
May 22, 2009
Gradient and the "Apprentice" team upGradient Financial has announced a new community outreach program, Gradient Gives Back, which will provide financial makeovers to needy families beginning in May. Donald Trump's "Apprentice" winner, will act as Gradient's national spokesperson.
May 22, 2009
New Treasury rule allows 401(k) flexibility for small businessesThe U.S. Treasury is providing more flexibility to small businesses facing financial distress. New rules will allow those businesses to suspend contributions to safe harbor...
May 22, 2009
Seniors at risk of lower standard of livingAccording to Boston College's Center for Retirement Research, when LTC costs are taken into consideration, two-thirds of Americans may be unable to maintain their standard of living after retirement.
May 21, 2009
Survey: Boomers only generation still racking up debtOf all the generations (Generations Y, X, and the Silent Generation) boomers were the only ones to add debt since 2007, according to a Securian...
May 21, 2009
The economy's spring thawNervous clients are comin' round -- finally. According to The Washington Post, the improvement in outlook and attitude reflects the combined impact of a wide...
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