Advisors and broker-dealers have a historic opportunity
By Staff WriterIt has been three years since the inception of FINRA Notice to Members 05-50 shook up the FIA world with a mandate for broker-dealers to supervise the sale of fixed index annuities. Since then, B/Ds have scrambled to accommodate existing variable
July 25, 2008
Final expense: A sale waiting to happenAre you making final expense a part of every client presentation? If so, great. If not, consider this: In a 2005 survey by the National Funeral Directors Association, 90 percent of respondents said they thought funeral pre-funding is a good idea. In
July 24, 2008
Bridge the generation gap when succession planningWe all know the dangers inherent in family politics, especially when money's involved. Administaff's Karen Codere, writing in The Business Ledger, offers the following tips...
July 24, 2008
Pump and dump, distort and shortI like Chris Cox (try saying it like Sir Mix-A-lot). I liked him as a congressman, and I like him (mostly) as SEC chairman. Even...
July 24, 2008
Give and you shall receiveThe following is based on two of Norm Trainor's clients, Don Leitzell and Ron Roberts. In my experience, top advisors are givers. They are generous by nature. Let me give you a few examples. Don Leitzell is a very successful advisor whom I
July 24, 2008
Give and you shall receiveThe following is based on two of Norm Trainor's clients, Don Leitzell and Ron Roberts. In my experience, top advisors are givers. They are generous by nature. Let me give you a few examples. Don Leitzell is a very successful advisor whom I
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